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

Medallion Wealth 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
Q1 		– Sell
-17
Closed -$1.9K – 1101
2024
Q4 		$1.9K Buy
+17
New +$2.01K ﹤0.01% 864

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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 $3.12B AUM 21% 1-Year Est. Return

Medallion Wealth Advisors's PPA Position: Q1 2025 in Review

Medallion Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2025, closing a stake of 17 shares — an estimated $1.9K sold.

Medallion Wealth Advisors first reported a position in PPA in Q4 2024 and held it in 1 quarter. The position peaked at $1.9K in Q4 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

  • Medallion Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 17 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $1.9K.
  • Medallion Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Medallion Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $1.9K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Medallion Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2026.