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

Larson 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 		$35.7K Buy
216
+18
+9% +$3.15K ﹤0.01% 1540
2025
Q4 		$30.9K Sell
198
-51
-20% -$7.86K ﹤0.01% 1474
2025
Q3 		$38.6K Sell
249
-359
-59% -$52.8K ﹤0.01% 1275
2025
Q2 		$86.1K Buy
608
+400
+192% +$50.7K ﹤0.01% 899
2025
Q1 		$24.2K Buy
208
+100
+93% +$11.8K ﹤0.01% 1290
2024
Q4 		$12.4K Buy
108
+1
+0.9% +$118 ﹤0.01% 1409
2024
Q3 		$12.3K Hold
107
– – ﹤0.01% 1392
2024
Q2 		$11K Hold
107
– – ﹤0.01% 1234
2024
Q1 		$10.9K Hold
107
– – ﹤0.01% 1020
2023
Q4 		$9.86K Hold
107
– – ﹤0.01% 1019
2023
Q3 		$8.54K Hold
107
– – ﹤0.01% 1043
2023
Q2 		$9.04K Hold
107
– – ﹤0.01% 969
2023
Q1 		$8.62K Hold
107
– – ﹤0.01% 966
2022
Q4 		$8.39K Hold
107
– – ﹤0.01% 911
2022
Q3 		$7K Hold
107
– – ﹤0.01% 885
2022
Q2 		$7K Hold
107
– – ﹤0.01% 802
2022
Q1 		$8K Hold
107
– – ﹤0.01% 712
2021
Q4 		$8K Hold
107
– – ﹤0.01% 736
2021
Q3 		$8K Hold
107
– – ﹤0.01% 635
2021
Q2 		$8K Hold
107
– – ﹤0.01% 598
2021
Q1 		$8K Hold
107
– – ﹤0.01% 586
2020
Q4 		$7K Hold
107
– – ﹤0.01% 543
2020
Q3 		$6K Hold
107
– – ﹤0.01% 511
2020
Q2 		$6K Hold
107
– – ﹤0.01% 458
2020
Q1 		$5K Hold
107
– – ﹤0.01% 371
2019
Q4 		$7K Hold
107
– – ﹤0.01% 335
2019
Q3 		$7K Hold
107
– – ﹤0.01% 343
2019
Q2 		$7K Hold
107
– – 0.01% 284
2019
Q1 		$6K Hold
107
– – ﹤0.01% 275
2018
Q4 		$5K Buy
+107
New +$5.9K ﹤0.01% 276

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 $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Larson Financial Group increased its Invesco Aerospace & Defense ETF (PPA) stake by 9.1% in Q1 2026, buying an estimated $3.15K and bringing the position to 216 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Larson Financial Group first reported a position in PPA in Q4 2018 and has held it in 30 quarters since. The position peaked at $86.1K in Q2 2025. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Larson Financial Group held 216 shares of Invesco Aerospace & Defense ETF worth $35.7K as of Q1 2026.
  • Larson Financial Group bought 18 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $3.15K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1540 holding.
  • Larson Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Invesco Aerospace & Defense ETF position peaked at $86.1K in Q2 2025.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.