HHM Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

HHM Wealth Advisors’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	$5.3K	Sell	30 -2	-6%	-$343	﹤0.01%	718
2026 Q1	$5.31K	Hold	32	–	–	﹤0.01%	710
2025 Q4	$5.01K	Hold	32	–	–	﹤0.01%	704
2025 Q3	$4.98K	Hold	32	–	–	﹤0.01%	725
2025 Q2	$4.54K	Hold	32	–	–	﹤0.01%	700
2025 Q1	$3.73K	Hold	32	–	–	﹤0.01%	700
2024 Q4	$3.67K	Buy	32 +2	+7%	+$236	﹤0.01%	704
2024 Q3	$3.45K	Hold	30	–	–	﹤0.01%	685
2024 Q2	$3.08K	Hold	30	–	–	﹤0.01%	677
2024 Q1	$3.05K	Buy	+30	New	+$2.85K	﹤0.01%	667
2020 Q3	–	Sell	-100	Closed	-$6K	–	533
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	402
2020 Q1	$5K	Buy	+100	New	+$6.5K	﹤0.01%	394

Other funds holding PPA

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return