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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
Q3 		$1.97M Sell
12,734
-10,083
-44% -$1.72M 0.79% 27
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

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Green Ridge Wealth Planning's PPA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Invesco Aerospace & Defense ETF (PPA) stake by 44% in Q3 2026, selling an estimated $1.72M and leaving 12,734 shares worth $1.97M. The position accounts for 0.79% of the portfolio, ranked #27.

Green Ridge Wealth Planning first reported a position in PPA in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.84M in Q1 2026. 22 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Green Ridge Wealth Planning held 12,734 shares of Invesco Aerospace & Defense ETF worth $1.97M as of Q3 2026.
  • Green Ridge Wealth Planning sold 10,083 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $1.72M.
  • Invesco Aerospace & Defense ETF made up 0.79% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #27 holding.
  • Green Ridge Wealth Planning first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Invesco Aerospace & Defense ETF position peaked at $4.84M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.