Jim Simons
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Jim Simons’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Jim Simons’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 		$3.07M Buy
18,500
+12,400
+203% +$2.17M ﹤0.01% 1650
2025
Q4 		$955K Buy
6,100
+3,900
+177% +$601K ﹤0.01% 2309
2025
Q3 		$342K Buy
+2,200
New +$324K ﹤0.01% 2952
2024
Q4 		– Sell
-1,755
Closed -$202K – 3833
2024
Q3 		$202K Buy
+1,755
New +$191K ﹤0.01% 3126
2024
Q2 		– Sell
-9,100
Closed -$924K – 3866
2024
Q1 		$924K Sell
9,100
-15,300
-63% -$1.45M ﹤0.01% 2533
2023
Q4 		$2.25M Buy
24,400
+19,600
+408% +$1.68M ﹤0.01% 1876
2023
Q3 		$383K Sell
4,800
-11,500
-71% -$961K ﹤0.01% 2834
2023
Q2 		$1.38M Buy
16,300
+9,600
+143% +$775K ﹤0.01% 2246
2023
Q1 		$540K Buy
+6,700
New +$534K ﹤0.01% 2846

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jim Simons's PPA Position: Q1 2026 in Review

Jim Simons increased its Invesco Aerospace & Defense ETF (PPA) stake by 203% in Q1 2026, buying an estimated $2.17M and bringing the position to 18,500 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Jim Simons first reported a position in PPA in Q1 2023 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Jim Simons held 18,500 shares of Invesco Aerospace & Defense ETF worth $3.07M as of Q1 2026.
  • Jim Simons bought 12,400 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $2.17M.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1650 holding.
  • Jim Simons first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and has held it in 9 quarters since.
  • 570 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.