Kingswood Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Sell
4,125
-31
-0.7% -$4.39K 0.05% 372
2025
Q1
$487K Sell
4,156
-3,899
-48% -$457K 0.04% 404
2024
Q4
$924K Buy
8,055
+4,155
+107% +$477K 0.07% 289
2024
Q3
$446K Sell
3,900
-219
-5% -$25.1K 0.03% 484
2024
Q2
$423K Buy
+4,119
New +$423K 0.04% 428