Lido Advisors
PPA icon

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

Lido 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 		$2.64M Buy
14,952
+9,990
+201% +$1.71M 0.01% 704
2026
Q1 		$822K Buy
4,962
+1,170
+31% +$205K ﹤0.01% 1057
2025
Q4 		$591K Buy
3,792
+394
+12% +$60.8K ﹤0.01% 1231
2025
Q3 		$528K Sell
3,398
-224
-6% -$33K ﹤0.01% 1211
2025
Q2 		$513K Buy
3,622
+179
+5% +$22.7K ﹤0.01% 1096
2025
Q1 		$401K Buy
+3,443
New +$405K ﹤0.01% 1088

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Lido Advisors's PPA Position: Q2 2026 in Review

Lido Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 201% in Q2 2026, buying an estimated $1.71M and bringing the position to 14,952 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #704.

Lido Advisors first reported a position in PPA in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Lido Advisors held 14,952 shares of Invesco Aerospace & Defense ETF worth $2.64M as of Q2 2026.
  • Lido Advisors bought 9,990 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.71M.
  • Invesco Aerospace & Defense ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #704 holding.
  • Lido Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.