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Hirtle Callaghan & Co’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Hirtle Callaghan & Co’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
2025
Q1 		– Sell
-2,001
Closed -$230K – 121
2024
Q4 		$230K Buy
+2,001
New +$236K 0.01% 112

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Hirtle Callaghan & Co's PPA Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2025, closing a stake of 2,001 shares — an estimated $230K sold.

Hirtle Callaghan & Co first reported a position in PPA in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

  • Hirtle Callaghan & Co reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,001 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $230K.
  • Hirtle Callaghan & Co first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's Invesco Aerospace & Defense ETF position peaked at $230K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.