MTI
PPA icon

Merrithew & Thorsten Inc’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Merrithew & Thorsten Inc’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 		$75K Buy
427
+1
+0.2% +$171 0.06% 40
2026
Q1 		$70K Hold
426
– – 0.07% 42
2025
Q4 		$66K Buy
+426
New +$65.7K 0.07% 40

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 $103B AUM 28.65% 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

Merrithew & Thorsten Inc's PPA Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.23% in Q2 2026, buying an estimated $171 and bringing the position to 427 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #40.

Merrithew & Thorsten Inc first reported a position in PPA in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Merrithew & Thorsten Inc held 427 shares of Invesco Aerospace & Defense ETF worth $75K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 Invesco Aerospace & Defense ETF share in Q2 2026, an estimated $171.
  • Invesco Aerospace & Defense ETF made up 0.06% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #40 holding.
  • Merrithew & Thorsten Inc first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.