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

IHT 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 		$20.8M Buy
117,811
+26,643
+29% +$4.56M 0.44% 44
2026
Q1 		$15.1M Buy
91,168
+8,843
+11% +$1.55M 0.35% 65
2025
Q4 		$12.9M Buy
82,325
+11,931
+17% +$1.84M 0.31% 68
2025
Q3 		$10.9M Buy
70,394
+47,329
+205% +$6.96M 0.28% 84
2025
Q2 		$3.27M Sell
23,065
-334
-1% -$42.3K 0.09% 219
2025
Q1 		$2.73M Sell
23,399
-916
-4% -$108K 0.09% 227
2024
Q4 		$2.79M Sell
24,315
-849
-3% -$100K 0.09% 211
2024
Q3 		$2.89M Sell
25,164
-365
-1% -$39.7K 0.08% 245
2024
Q2 		$2.62M Sell
25,529
-1,160
-4% -$119K 0.1% 209
2024
Q1 		$2.71M Buy
26,689
+81
+0.3% +$7.68K 0.11% 196
2023
Q4 		$2.45M Sell
26,608
-197
-0.7% -$16.8K 0.11% 189
2023
Q3 		$2.14M Buy
26,805
+1,047
+4% +$87.5K 0.11% 185
2023
Q2 		$2.18M Buy
25,758
+84
+0.3% +$6.78K 0.11% 176
2023
Q1 		$2.07M Sell
25,674
-800
-3% -$63.8K 0.12% 172
2022
Q4 		$2.08M Sell
26,474
-1,020
-4% -$76.8K 0.13% 168
2022
Q3 		$1.77M Sell
27,494
-1,143
-4% -$81.7K 0.13% 173
2022
Q2 		$2.01M Buy
28,637
+3,010
+12% +$219K 0.18% 131
2022
Q1 		$2.01M Buy
25,627
+20,426
+393% +$1.51M 0.15% 140
2021
Q4 		$376K Sell
5,201
-359
-6% -$26.1K 0.03% 527
2021
Q3 		$400K Sell
5,560
-4
-0.1% -$294 0.03% 502
2021
Q2 		$418K Sell
5,564
-1,429
-20% -$107K 0.03% 592
2021
Q1 		$509K Sell
6,993
-356
-5% -$24.6K 0.04% 454
2020
Q4 		$499K Buy
7,349
+109
+2% +$6.77K 0.04% 407
2020
Q3 		$403K Buy
7,240
+14
+0.2% +$791 0.04% 395
2020
Q2 		$400K Buy
+7,226
New +$392K 0.05% 336
2018
Q2 		– Sell
-815
Closed -$46K – 1100
2018
Q1 		$46K Hold
815
– – 0.01% 709
2017
Q4 		$45K Buy
815
+38
+5% +$2.01K 0.01% 732
2017
Q3 		$41K Hold
777
– – 0.02% 573
2017
Q2 		$65K Buy
+777
New +$35.1K 0.03% 448

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

IHT Wealth Management's PPA Position: Q2 2026 in Review

IHT Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 29% in Q2 2026, buying an estimated $4.56M and bringing the position to 117,811 shares worth $20.8M. The position accounts for 0.44% of the portfolio, ranked #44.

IHT Wealth Management first reported a position in PPA in Q2 2017 and has held it in 29 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • IHT Wealth Management held 117,811 shares of Invesco Aerospace & Defense ETF worth $20.8M as of Q2 2026.
  • IHT Wealth Management bought 26,643 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $4.56M.
  • Invesco Aerospace & Defense ETF made up 0.44% of IHT Wealth Management's portfolio in Q2 2026, its #44 holding.
  • IHT Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2017 and has held it in 29 quarters since.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.