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 Q3	$2.27M	Sell	14,695 -257	-2%	-$44K	0.01%	749
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Lido Advisors's PPA Position: Q3 2026 in Review

Lido Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.7% in Q3 2026, selling an estimated $44K and leaving 14,695 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #749.

Lido Advisors first reported a position in PPA in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.64M in Q2 2026. 324 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

Lido Advisors held 14,695 shares of Invesco Aerospace & Defense ETF worth $2.27M as of Q3 2026.
Lido Advisors sold 257 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $44K.
Invesco Aerospace & Defense ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #749 holding.
Lido Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and has held it in 7 quarters since.
Lido Advisors's Invesco Aerospace & Defense ETF position peaked at $2.64M in Q2 2026.
324 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.