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

Institute for 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 		$85.3K Buy
+483
New +$82.7K 0.01% 726
2020
Q1 		– Sell
-75
Closed -$5K – 601
2019
Q4 		$5K Buy
+75
New +$5.1K ﹤0.01% 638

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

Institute for Wealth Management's PPA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 483 shares worth $85.3K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PPA as recently as Q4 2019.

Institute for Wealth Management first reported a position in PPA in Q4 2019 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Institute for Wealth Management held 483 shares of Invesco Aerospace & Defense ETF worth $85.3K as of Q2 2026.
  • Invesco Aerospace & Defense ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Institute for Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 2 quarters since.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.