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Meitav Investment House’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Meitav Investment House’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 		$45.4M Sell
256,977
-18,503
-7% -$3.17M 0.31% 68
2026
Q1 		$45.6M Hold
275,480
– – 0.5% 49
2025
Q4 		$43.1M Hold
275,480
– – 0.5% 51
2025
Q3 		$42.8M Hold
275,480
– – 0.57% 48
2025
Q2 		$39M Buy
275,480
+5,634
+2% +$714K 0.53% 45
2025
Q1 		$31.5M Sell
269,846
-17,037
-6% -$2M 0.58% 44
2024
Q4 		$32.9M Sell
286,883
-16,000
-5% -$1.89M 0.56% 51
2024
Q3 		$34.8M Hold
302,883
– – 0.58% 48
2024
Q2 		$31.1M Hold
302,883
– – 0.55% 53
2024
Q1 		$30.8M Sell
302,883
-610
-0.2% -$57.9K 0.6% 49
2023
Q4 		$28M Sell
303,493
-7,134
-2% -$610K 0.41% 69
2023
Q3 		$25M Sell
310,627
-33,740
-10% -$2.82M 0.4% 70
2023
Q2 		$28.9M Sell
344,367
-60
-0% -$4.84K 0.46% 64
2023
Q1 		$27.9M Sell
344,427
-334
-0.1% -$26.6K 0.48% 65
2022
Q4 		$27.1M Sell
344,761
-11,533
-3% -$868K 0.46% 64
2022
Q3 		$23.2M Buy
356,294
+49
+0% +$3.5K 0.41% 63
2022
Q2 		$25M Buy
356,245
+107,896
+43% +$7.84M 0.43% 57
2022
Q1 		$19.5M Buy
248,349
+240,652
+3,127% +$17.8M 0.29% 79
2021
Q4 		$556K Hold
7,697
– – 0.01% 303
2021
Q3 		$553K Hold
7,697
– – 0.01% 303
2021
Q2 		$578K Hold
7,697
– – 0.01% 296
2021
Q1 		$560K Buy
+7,697
New +$532K 0.02% 255
2020
Q1 		– Sell
-12,295
Closed -$843K – 431
2019
Q4 		$843K Sell
12,295
-2,000
-14% -$136K 0.06% 187
2019
Q3 		$978K Sell
14,295
-1,805
-11% -$120K 0.07% 167
2019
Q2 		$1.04M Sell
16,100
-1,400
-8% -$86.4K 0.07% 159
2019
Q1 		$1.01M Sell
17,500
-2,200
-11% -$123K 0.06% 174
2018
Q4 		$966K Sell
19,700
-480
-2% -$26.5K 0.06% 148
2018
Q3 		$1.23M Buy
+20,180
New +$1.18M 0.06% 186

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Meitav Investment House's PPA Position: Q2 2026 in Review

Meitav Investment House reduced its Invesco Aerospace & Defense ETF (PPA) stake by 6.7% in Q2 2026, selling an estimated $3.17M and leaving 256,977 shares worth $45.4M. The position accounts for 0.31% of the portfolio, ranked #68.

Meitav Investment House first reported a position in PPA in Q3 2018 and has held it in 28 quarters since. The position peaked at $45.6M in Q1 2026. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Meitav Investment House held 256,977 shares of Invesco Aerospace & Defense ETF worth $45.4M as of Q2 2026.
  • Meitav Investment House sold 18,503 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $3.17M.
  • Invesco Aerospace & Defense ETF made up 0.31% of Meitav Investment House's portfolio in Q2 2026, its #68 holding.
  • Meitav Investment House first reported a position in Invesco Aerospace & Defense ETF in Q3 2018 and has held it in 28 quarters since.
  • Meitav Investment House's Invesco Aerospace & Defense ETF position peaked at $45.6M in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.