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IEQ Capital’s Invesco Aerospace & Defense ETF PPA Stock Holding History

IEQ Capital’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
Q4 		– Sell
-3,991
Closed -$620K – 1970
2025
Q3 		$620K Buy
+3,991
New +$587K ﹤0.01% 1201
2020
Q1 		– Sell
-39,824
Closed -$2.72M – 416
2019
Q4 		$2.72M Buy
+39,824
New +$2.71M 0.24% 72

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

IEQ Capital's PPA Position: Q4 2025 in Review

IEQ Capital sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2025, closing a stake of 3,991 shares — an estimated $620K sold.

IEQ Capital first reported a position in PPA in Q4 2019 and held it in 2 quarters. The position peaked at $2.72M in Q4 2019. 515 funds tracked by Wall St. Rank hold PPA as of Q4 2025.

  • IEQ Capital reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 3,991 Invesco Aerospace & Defense ETF shares in Q4 2025, an estimated $620K.
  • IEQ Capital first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
  • IEQ Capital's Invesco Aerospace & Defense ETF position peaked at $2.72M in Q4 2019.
  • 515 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.