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Green Ridge Wealth Planning’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Green Ridge Wealth Planning’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 		$4.03M Sell
22,817
-6,369
-22% -$1.09M 1.7% 17
2026
Q1 		$4.84M Buy
29,186
+98
+0.3% +$17.1K 2.55% 12
2025
Q4 		$4.56M Buy
+29,088
New +$4.49M 2.33% 13

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 $103B AUM 28.65% 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

Green Ridge Wealth Planning's PPA Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its Invesco Aerospace & Defense ETF (PPA) stake by 22% in Q2 2026, selling an estimated $1.09M and leaving 22,817 shares worth $4.03M. The position accounts for 1.7% of the portfolio, ranked #17.

Green Ridge Wealth Planning first reported a position in PPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.84M in Q1 2026. 575 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Green Ridge Wealth Planning held 22,817 shares of Invesco Aerospace & Defense ETF worth $4.03M as of Q2 2026.
  • Green Ridge Wealth Planning sold 6,369 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.09M.
  • Invesco Aerospace & Defense ETF made up 1.7% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #17 holding.
  • Green Ridge Wealth Planning first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Invesco Aerospace & Defense ETF position peaked at $4.84M in Q1 2026.
  • 575 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.