KHC
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Koesten Hirschmann & Crabtree’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Koesten Hirschmann & Crabtree’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 		$355K Hold
2,145
– – 0.17% 28
2025
Q4 		$336K Hold
2,145
– – 0.17% 30
2025
Q3 		$333K Hold
2,145
– – 0.16% 26
2025
Q2 		$304K Hold
2,145
– – 0.16% 27
2025
Q1 		$250K Hold
2,145
– – 0.14% 29
2024
Q4 		$246K Hold
2,145
– – 0.14% 31
2024
Q3 		$247K Hold
2,145
– – 0.14% 27
2024
Q2 		$218K Hold
2,145
– – 0.14% 32
2024
Q1 		$218K Hold
2,145
– – 0.14% 32
2023
Q4 		$198K Hold
2,145
– – 0.14% 27
2023
Q3 		$171K Hold
2,145
– – 0.13% 25
2023
Q2 		$181K Hold
2,145
– – 0.14% 26
2023
Q1 		$173K Hold
2,145
– – 0.13% 28
2022
Q4 		$168K Buy
+2,145
New +$161K 0.14% 27

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return