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

Jefferies 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 Q1	–	Sell	-2,334	Closed	-$366K	–	2109
2025 Q4	$366K	Sell	2,334 -2,289	-50%	-$353K	﹤0.01%	1430
2025 Q3	$719K	Buy	4,623 +329	+8%	+$48.4K	﹤0.01%	977
2025 Q2	$608K	Buy	4,294 +135	+3%	+$17.1K	0.01%	858
2025 Q1	$485K	Buy	4,159 +346	+9%	+$40.7K	﹤0.01%	1053
2024 Q4	$437K	Sell	3,813 -245	-6%	-$28.9K	﹤0.01%	1146
2024 Q3	$467K	Buy	4,058 +125	+3%	+$13.6K	﹤0.01%	1005
2024 Q2	$404K	Buy	+3,933	New	+$403K	﹤0.01%	1026

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jefferies Financial Group's PPA Position: Q1 2026 in Review

Jefferies Financial Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2026, closing a stake of 2,334 shares — an estimated $366K sold.

Jefferies Financial Group first reported a position in PPA in Q2 2024 and held it in 7 quarters. The position peaked at $719K in Q3 2025. 573 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Jefferies Financial Group reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,334 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $366K.
Jefferies Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and held it in 7 quarters.
Jefferies Financial Group's Invesco Aerospace & Defense ETF position peaked at $719K in Q3 2025.
573 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.