McNaughton Wealth Management
PPA icon

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

McNaughton Wealth Management’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
Q3 		$4.32M Sell
27,908
-1,030
-4% -$176K 1.51% 20
2026
Q2 		$5.11M Buy
28,938
+4,145
+17% +$710K 1.82% 17
2026
Q1 		$4.11M Buy
24,793
+7,760
+46% +$1.36M 1.7% 20
2025
Q4 		$2.67M Buy
17,033
+2,023
+13% +$312K 1.1% 27
2025
Q3 		$2.33M Buy
+15,010
New +$2.21M 0.98% 32

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

McNaughton Wealth Management's PPA Position: Q3 2026 in Review

McNaughton Wealth Management reduced its Invesco Aerospace & Defense ETF (PPA) stake by 3.6% in Q3 2026, selling an estimated $176K and leaving 27,908 shares worth $4.32M. The position accounts for 1.51% of the portfolio, ranked #20.

McNaughton Wealth Management first reported a position in PPA in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.11M in Q2 2026. 380 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • McNaughton Wealth Management held 27,908 shares of Invesco Aerospace & Defense ETF worth $4.32M as of Q3 2026.
  • McNaughton Wealth Management sold 1,030 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $176K.
  • Invesco Aerospace & Defense ETF made up 1.51% of McNaughton Wealth Management's portfolio in Q3 2026, its #20 holding.
  • McNaughton Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • McNaughton Wealth Management's Invesco Aerospace & Defense ETF position peaked at $5.11M in Q2 2026.
  • 380 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.