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 Q2	$1.06M	Buy	6,000 +5,006	+504%	+$857K	0.12%	103
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	–	–	0.11%	116
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LM Advisors's PPA Position: Q2 2026 in Review

LM Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 504% in Q2 2026, buying an estimated $857K and bringing the position to 6,000 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #103.

LM Advisors first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

LM Advisors held 6,000 shares of Invesco Aerospace & Defense ETF worth $1.06M as of Q2 2026.
LM Advisors bought 5,006 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $857K.
Invesco Aerospace & Defense ETF made up 0.12% of LM Advisors's portfolio in Q2 2026, its #103 holding.
LM Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.