Howard Financial Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Howard Financial Services’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	$548K	Buy	3,105 +3	+0.1%	+$514	0.05%	141
2026 Q1	$514K	Buy	3,102 +1,416	+84%	+$248K	0.06%	130
2025 Q4	$264K	Sell	1,686 -3	-0.2%	-$463	0.03%	171
2025 Q3	$263K	Buy	1,689 +26	+2%	+$3.83K	0.03%	160
2025 Q2	$236K	Buy	+1,663	New	+$211K	0.03%	158
2025 Q1	–	Sell	-2,490	Closed	-$286K	–	193
2024 Q4	$286K	Buy	+2,490	New	+$294K	0.04%	152

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Howard Financial Services's PPA Position: Q2 2026 in Review

Howard Financial Services increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.1% in Q2 2026, buying an estimated $514 and bringing the position to 3,105 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #141.

Howard Financial Services first reported a position in PPA in Q4 2024 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Howard Financial Services held 3,105 shares of Invesco Aerospace & Defense ETF worth $548K as of Q2 2026.
Howard Financial Services bought 3 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $514.
Invesco Aerospace & Defense ETF made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #141 holding.
Howard Financial Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.