GRP
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Global Retirement Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Global Retirement Partners’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 		$2.77M Buy
+15,657
New +$2.68M 0.04% 390
2025
Q4 		$1.68M Buy
10,697
+971
+10% +$150K 0.03% 485
2025
Q3 		$1.51M Sell
9,726
-7,886
-45% -$1.16M 0.03% 422
2025
Q2 		$2.5M Buy
+17,612
New +$2.23M 0.06% 282
2024
Q4 		$733K Buy
6,392
+2,374
+59% +$280K 0.02% 522
2024
Q3 		$462K Sell
4,018
-564
-12% -$61.3K 0.01% 653
2024
Q2 		$471K Buy
4,582
+353
+8% +$36.2K 0.01% 627
2024
Q1 		$430K Buy
4,229
+925
+28% +$87.8K 0.02% 569
2023
Q4 		$296K Buy
3,304
+1,384
+72% +$118K 0.01% 615
2023
Q3 		$151K Buy
1,920
+121
+7% +$10.1K 0.01% 780
2023
Q2 		$152K Buy
1,799
+65
+4% +$5.25K 0.01% 795
2023
Q1 		$138K Buy
1,734
+1,099
+173% +$87.6K 0.01% 806
2022
Q4 		$49.8K Buy
635
+305
+92% +$23K ﹤0.01% 1086
2022
Q3 		$25K Hold
330
– – ﹤0.01% 1297
2022
Q2 		$23K Hold
330
– – ﹤0.01% 1305
2022
Q1 		$23K Buy
+330
New +$24.5K ﹤0.01% 1310

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Global Retirement Partners's PPA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 15,657 shares worth $2.77M. The stake represents 0.04% of the portfolio and ranks #390 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PPA as recently as Q4 2025.

Global Retirement Partners first reported a position in PPA in Q1 2022 and has held it in 16 quarters since. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Global Retirement Partners held 15,657 shares of Invesco Aerospace & Defense ETF worth $2.77M as of Q2 2026.
  • Invesco Aerospace & Defense ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #390 holding.
  • Global Retirement Partners first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 16 quarters since.
  • 579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.