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Independent Financial Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Independent Financial Group’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
Q3 		$3.19M Buy
20,608
+150
+0.7% +$25.7K 0.06% 326
2026
Q2 		$3.61M Buy
20,458
+3,305
+19% +$566K 0.07% 293
2026
Q1 		$2.84M Buy
17,153
+1,130
+7% +$198K 0.06% 317
2025
Q4 		$2.51M Buy
16,023
+3,419
+27% +$527K 0.06% 334
2025
Q3 		$1.96M Buy
12,604
+759
+6% +$112K 0.05% 393
2025
Q2 		$1.68M Buy
11,845
+1,101
+10% +$139K 0.05% 389
2025
Q1 		$1.25M Sell
10,744
-190
-2% -$22.3K 0.04% 423
2024
Q4 		$1.25M Buy
10,934
+1,304
+14% +$154K 0.04% 411
2024
Q3 		$1.11M Buy
9,630
+1,743
+22% +$189K 0.04% 414
2024
Q2 		$810K Buy
7,887
+55
+0.7% +$5.64K 0.03% 458
2024
Q1 		$795K Buy
7,832
+38
+0.5% +$3.6K 0.04% 442
2023
Q4 		$718K Buy
7,794
+956
+14% +$81.8K 0.04% 455
2023
Q3 		$546K Buy
6,838
+511
+8% +$42.7K 0.04% 468
2023
Q2 		$534K Buy
6,327
+227
+4% +$18.3K 0.04% 466
2023
Q1 		$491K Buy
6,100
+810
+15% +$64.6K 0.04% 458
2022
Q4 		$415K Sell
5,290
-652
-11% -$49.1K 0.04% 468
2022
Q3 		$383K Buy
5,942
+951
+19% +$68K 0.03% 469
2022
Q2 		$350K Buy
+4,991
New +$363K 0.04% 455

Other funds holding PPA

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Independent Financial Group's PPA Position: Q3 2026 in Review

Independent Financial Group increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.73% in Q3 2026, buying an estimated $25.7K and bringing the position to 20,608 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #326.

Independent Financial Group first reported a position in PPA in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.61M in Q2 2026. 36 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Independent Financial Group held 20,608 shares of Invesco Aerospace & Defense ETF worth $3.19M as of Q3 2026.
  • Independent Financial Group bought 150 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $25.7K.
  • Invesco Aerospace & Defense ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #326 holding.
  • Independent Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2022 and has held it in 18 quarters since.
  • Independent Financial Group's Invesco Aerospace & Defense ETF position peaked at $3.61M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.