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LVZ Inc’s Invesco Aerospace & Defense ETF PPA Stock Holding History

LVZ Inc’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 		$456K Hold
2,579
– – 0.05% 116
2026
Q1 		$427K Hold
2,579
– – 0.05% 103
2025
Q4 		$404K Sell
2,579
-61
-2% -$9.41K 0.05% 114
2025
Q3 		$410K Hold
2,640
– – 0.05% 110
2025
Q2 		$374K Hold
2,640
– – 0.04% 105
2025
Q1 		$308K Sell
2,640
-27
-1% -$3.17K 0.04% 111
2024
Q4 		$306K Hold
2,667
– – 0.04% 114
2024
Q3 		$307K Sell
2,667
-106
-4% -$11.5K 0.04% 109
2024
Q2 		$285K Hold
2,773
– – 0.04% 107
2024
Q1 		$282K Hold
2,773
– – 0.04% 109
2023
Q4 		$256K Hold
2,773
– – 0.04% 117
2023
Q3 		$221K Hold
2,773
– – 0.04% 111
2023
Q2 		$234K Hold
2,773
– – 0.03% 131
2023
Q1 		$223K Hold
2,773
– – 0.03% 133
2022
Q4 		$217K Buy
+2,773
New +$209K 0.03% 133

Other funds holding PPA

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

LVZ Inc's PPA Position: Q2 2026 in Review

LVZ Inc held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 2,579 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #116.

LVZ Inc first reported a position in PPA in Q4 2022 and has held it in 15 quarters since. 222 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • LVZ Inc held 2,579 shares of Invesco Aerospace & Defense ETF worth $456K as of Q2 2026.
  • LVZ Inc left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.05% of LVZ Inc's portfolio in Q2 2026, its #116 holding.
  • LVZ Inc first reported a position in Invesco Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.