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Gerber Kawasaki Wealth & Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747K Buy
4,229
+132
+3% +$22.6K 0.02% 196
2026
Q1 		$679K Buy
4,097
+133
+3% +$23.3K 0.02% 190
2025
Q4 		$621K Buy
3,964
+210
+6% +$32.4K 0.02% 194
2025
Q3 		$584K Buy
3,754
+274
+8% +$40.3K 0.02% 201
2025
Q2 		$493K Buy
3,480
+169
+5% +$21.4K 0.02% 203
2025
Q1 		$386K Sell
3,311
-246
-7% -$28.9K 0.02% 213
2024
Q4 		$408K Buy
3,557
+181
+5% +$21.4K 0.02% 205
2024
Q3 		$388K Buy
3,376
+284
+9% +$30.9K 0.02% 206
2024
Q2 		$318K Buy
+3,092
New +$317K 0.02% 218

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PPA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 3.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,229 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #196.

Gerber Kawasaki Wealth & Investment Management first reported a position in PPA in Q2 2024 and has held it in 9 quarters since. 374 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 4,229 shares of Invesco Aerospace & Defense ETF worth $747K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 132 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $22.6K.
  • Invesco Aerospace & Defense ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #196 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
  • 374 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.