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Global Wealth Strategies & Associates’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-14
Closed -$2.32K – 364
2026
Q1 		$2.32K Hold
14
– – ﹤0.01% 407
2025
Q4 		$2.19K Hold
14
– – ﹤0.01% 422
2025
Q3 		$2.18K Buy
+14
New +$2.06K ﹤0.01% 387

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 Wealth Strategies & Associates's PPA Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 14 shares — an estimated $2.32K sold.

Global Wealth Strategies & Associates first reported a position in PPA in Q3 2025 and held it in 3 quarters. The position peaked at $2.32K in Q1 2026. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 14 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $2.32K.
  • Global Wealth Strategies & Associates first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Invesco Aerospace & Defense ETF position peaked at $2.32K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.