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High Point Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

High Point Wealth Management’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 		$17.7K Hold
100
– – 0.01% 194
2026
Q1 		$16.6K Sell
100
-159
-61% -$27.8K 0.02% 194
2025
Q4 		$40.6K Buy
+259
New +$39.9K 0.04% 159

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

High Point Wealth Management's PPA Position: Q2 2026 in Review

High Point Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 100 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #194.

High Point Wealth Management first reported a position in PPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.6K in Q4 2025. 374 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • High Point Wealth Management held 100 shares of Invesco Aerospace & Defense ETF worth $17.7K as of Q2 2026.
  • High Point Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #194 holding.
  • High Point Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Invesco Aerospace & Defense ETF position peaked at $40.6K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.