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

LM 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
Q1 		$6K Buy
994
+54
+6% +$9.44K 0.09% 119
2025
Q4 		$6K Sell
940
-5,060
-84% -$780K 0.11% 115
2025
Q3 		$933K Hold
6,000
– – 0.13% 95
2025
Q2 		$850K Hold
6,000
– – 0.11% 96
2025
Q1 		$699K Hold
6,000
– – 0.13% 127
2024
Q4 		$688K Hold
6,000
– – 0.12% 114
2024
Q3 		$690K Hold
6,000
– – 0.14% 99
2024
Q2 		$616K Hold
6,000
– – ﹤0.01% 120
2024
Q1 		$609K Hold
6,000
– – 0.1% 125
2023
Q4 		$553K Buy
+6,000
New +$513K 0.11% 109

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