HAP
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Harbor Asset Planning’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Harbor Asset 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 		$70.1K Sell
397
-66
-14% -$11.3K 0.05% 183
2026
Q1 		$76.8K Buy
463
+142
+44% +$24.8K 0.06% 160
2025
Q4 		$50.4K Buy
+321
New +$49.5K 0.04% 192

Other funds holding PPA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
IMC
Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Harbor Asset Planning's PPA Position: Q2 2026 in Review

Harbor Asset Planning reduced its Invesco Aerospace & Defense ETF (PPA) stake by 14% in Q2 2026, selling an estimated $11.3K and leaving 397 shares worth $70.1K. The position accounts for 0.05% of the portfolio, ranked #183.

Harbor Asset Planning first reported a position in PPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.8K in Q1 2026. 170 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Harbor Asset Planning held 397 shares of Invesco Aerospace & Defense ETF worth $70.1K as of Q2 2026.
  • Harbor Asset Planning sold 66 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $11.3K.
  • Invesco Aerospace & Defense ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #183 holding.
  • Harbor Asset Planning first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Harbor Asset Planning's Invesco Aerospace & Defense ETF position peaked at $76.8K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.