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

Kingswood Wealth Advisors’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	$3.13M	Buy	17,691 +6,135	+53%	+$1.05M	0.13%	179
2026 Q1	$1.91M	Buy	11,556 +7,435	+180%	+$1.3M	0.09%	247
2025 Q4	$645K	Buy	4,121 +2	+0%	+$308	0.03%	453
2025 Q3	$640K	Sell	4,119 -6	-0.1%	-$883	0.04%	419
2025 Q2	$584K	Sell	4,125 -31	-0.7%	-$3.93K	0.05%	372
2025 Q1	$487K	Sell	4,156 -3,899	-48%	-$459K	0.04%	404
2024 Q4	$924K	Buy	8,055 +4,155	+107%	+$490K	0.07%	289
2024 Q3	$446K	Sell	3,900 -219	-5%	-$23.8K	0.03%	484
2024 Q2	$423K	Buy	+4,119	New	+$423K	0.04%	428

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

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

Kingswood Wealth Advisors's PPA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 53% in Q2 2026, buying an estimated $1.05M and bringing the position to 17,691 shares worth $3.13M. The position accounts for 0.13% of the portfolio, ranked #179.

Kingswood Wealth Advisors first reported a position in PPA in Q2 2024 and has held it in 9 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Kingswood Wealth Advisors held 17,691 shares of Invesco Aerospace & Defense ETF worth $3.13M as of Q2 2026.
Kingswood Wealth Advisors bought 6,135 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.05M.
Invesco Aerospace & Defense ETF made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Kingswood Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.