Marshall Wace’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Marshall Wace’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 Q2	–	Sell	-8,541	Closed	-$995K	–	3064
2025 Q1	$995K	Buy	+8,541	New	+$1M	﹤0.01%	1785
2024 Q3	–	Sell	-2,030	Closed	-$209K	–	2865
2024 Q2	$209K	Buy	+2,030	New	+$208K	﹤0.01%	2287

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

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

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

AWM

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

MMA

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

Marshall Wace's PPA Position: Q2 2025 in Review

Marshall Wace sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2025, closing a stake of 8,541 shares — an estimated $995K sold.

Marshall Wace first reported a position in PPA in Q2 2024 and held it in 2 quarters. The position peaked at $995K in Q1 2025. 429 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

Marshall Wace reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
Marshall Wace sold 8,541 Invesco Aerospace & Defense ETF shares in Q2 2025, an estimated $995K.
Marshall Wace first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and held it in 2 quarters.
Marshall Wace's Invesco Aerospace & Defense ETF position peaked at $995K in Q1 2025.
429 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.