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Legacy Capital Group California’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-2,042
Closed -$234K – 348
2024
Q4 		$234K Sell
2,042
-560
-22% -$66.1K 0.07% 286
2024
Q3 		$299K Sell
2,602
-124
-5% -$13.5K 0.1% 232
2024
Q2 		$280K Buy
+2,726
New +$280K 0.1% 237

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Legacy Capital Group California's PPA Position: Q1 2025 in Review

Legacy Capital Group California sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2025, closing a stake of 2,042 shares — an estimated $234K sold.

Legacy Capital Group California first reported a position in PPA in Q2 2024 and held it in 3 quarters. The position peaked at $299K in Q3 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

  • Legacy Capital Group California reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 2,042 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $234K.
  • Legacy Capital Group California first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Invesco Aerospace & Defense ETF position peaked at $299K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.