McCollum Christoferson Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

McCollum Christoferson Group’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	$3.7M	Buy	20,957 +1,147	+6%	+$196K	1.09%	29
2026 Q1	$3.28M	Buy	19,810 +17,885	+929%	+$3.13M	0.99%	32
2025 Q4	$302K	Buy	1,925 +75	+4%	+$11.6K	0.09%	66
2025 Q3	$288K	Hold	1,850	–	–	0.08%	66
2025 Q2	$262K	Hold	1,850	–	–	0.08%	62
2025 Q1	$216K	Hold	1,850	–	–	0.07%	66
2024 Q4	$212K	Buy	+1,850	New	+$218K	0.06%	67

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

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

McCollum Christoferson Group's PPA Position: Q2 2026 in Review

McCollum Christoferson Group increased its Invesco Aerospace & Defense ETF (PPA) stake by 5.8% in Q2 2026, buying an estimated $196K and bringing the position to 20,957 shares worth $3.7M. The position accounts for 1.09% of the portfolio, ranked #29.

McCollum Christoferson Group first reported a position in PPA in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

McCollum Christoferson Group held 20,957 shares of Invesco Aerospace & Defense ETF worth $3.7M as of Q2 2026.
McCollum Christoferson Group bought 1,147 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $196K.
Invesco Aerospace & Defense ETF made up 1.09% of McCollum Christoferson Group's portfolio in Q2 2026, its #29 holding.
McCollum Christoferson Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.