LWM
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LongView Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

LongView Wealth Management’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 		– Sell
-1,161
Closed -$206K – 247
2026
Q1 		$206K Sell
1,161
-1,900
-62% -$332K 0.05% 241
2025
Q4 		$534K Buy
3,061
+1
+0% +$154 0.13% 139
2025
Q3 		$476K Buy
3,060
+1
+0% +$147 0.13% 129
2025
Q2 		$433K Hold
3,059
– – 0.13% 132
2025
Q1 		$357K Buy
3,059
+189
+7% +$22.2K 0.11% 145
2024
Q4 		$329K Buy
+2,870
New +$339K 0.1% 149

Other funds holding PPA

PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LongView Wealth Management's PPA Position: Q2 2026 in Review

LongView Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 1,161 shares — an estimated $206K sold.

LongView Wealth Management first reported a position in PPA in Q4 2024 and held it in 6 quarters. The position peaked at $534K in Q4 2025. 99 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • LongView Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 1,161 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $206K.
  • LongView Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and held it in 6 quarters.
  • LongView Wealth Management's Invesco Aerospace & Defense ETF position peaked at $534K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.