Marcum Wealth’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Marcum Wealth’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
2025 Q1	$398K	Buy	3,419 +84	+3%	+$9.88K	0.03%	228
2024 Q4	$383K	Hold	3,335	–	–	0.03%	236
2024 Q3	$383K	Hold	3,335	–	–	0.04%	234
2024 Q2	$343K	Hold	3,335	–	–	0.03%	249
2024 Q1	$339K	Hold	3,335	–	–	0.03%	247
2023 Q4	$307K	Hold	3,335	–	–	0.03%	251
2023 Q3	$266K	Hold	3,335	–	–	0.03%	264
2023 Q2	$282K	Hold	3,335	–	–	0.03%	258
2023 Q1	$269K	Buy	+3,335	New	+$266K	0.03%	263

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Marcum Wealth's PPA Position: Q1 2025 in Review

Marcum Wealth increased its Invesco Aerospace & Defense ETF (PPA) stake by 2.5% in Q1 2025, buying an estimated $9.88K and bringing the position to 3,419 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #228.

Marcum Wealth first reported a position in PPA in Q1 2023 and has held it in 9 quarters since. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

Marcum Wealth held 3,419 shares of Invesco Aerospace & Defense ETF worth $398K as of Q1 2025.
Marcum Wealth bought 84 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $9.88K.
Invesco Aerospace & Defense ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #228 holding.
Marcum Wealth first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and has held it in 9 quarters since.
398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.