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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
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

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

Independent Financial Group's PPA Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Aerospace & Defense ETF (PPA) stake by 19% in Q2 2026, buying an estimated $566K and bringing the position to 20,458 shares worth $3.61M. The position accounts for 0.07% of the portfolio, ranked #293.

Independent Financial Group first reported a position in PPA in Q2 2022 and has held it in 17 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Independent Financial Group held 20,458 shares of Invesco Aerospace & Defense ETF worth $3.61M as of Q2 2026.
  • Independent Financial Group bought 3,305 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $566K.
  • Invesco Aerospace & Defense ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #293 holding.
  • Independent Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.