McClarren Financial Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-179	Closed	-$20K	–	239
2025 Q1	$20K	Buy	179 +4	+2%	+$470	0.01%	186
2024 Q4	$20K	Hold	175	–	–	0.06%	134
2024 Q3	$20	Buy	175 +73	+72%	+$7.93K	﹤0.01%	165
2024 Q2	$17K	Sell	102 -73	-42%	-$7.49K	0.01%	227
2024 Q1	$18K	Hold	175	–	–	0.01%	219
2023 Q4	$16K	Buy	175 +2	+1%	+$171	0.01%	249
2023 Q3	$13K	Buy	+173	New	+$14.5K	0.01%	244

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

McClarren Financial Advisors's PPA Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2025, closing a stake of 179 shares — an estimated $20K sold.

McClarren Financial Advisors first reported a position in PPA in Q3 2023 and held it in 7 quarters. The position peaked at $20K in Q1 2025. 427 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

McClarren Financial Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 179 Invesco Aerospace & Defense ETF shares in Q2 2025, an estimated $20K.
McClarren Financial Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2023 and held it in 7 quarters.
McClarren Financial Advisors's Invesco Aerospace & Defense ETF position peaked at $20K in Q1 2025.
427 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.