Harbor Asset Planning
PPA icon

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
Q3 		$61.5K Buy
398
+1
+0.3% +$171 0.05% 201
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Harbor Asset Planning's PPA Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.25% in Q3 2026, buying an estimated $171 and bringing the position to 398 shares worth $61.5K. The position accounts for 0.05% of the portfolio, ranked #201.

Harbor Asset Planning first reported a position in PPA in Q4 2025 and has held it in 4 quarters since. The position peaked at $76.8K in Q1 2026. 329 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Harbor Asset Planning held 398 shares of Invesco Aerospace & Defense ETF worth $61.5K as of Q3 2026.
  • Harbor Asset Planning bought 1 Invesco Aerospace & Defense ETF share in Q3 2026, an estimated $171.
  • Invesco Aerospace & Defense ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #201 holding.
  • Harbor Asset Planning first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Invesco Aerospace & Defense ETF position peaked at $76.8K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.