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

MinichMacGregor 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 		– Sell
-2,167
Closed -$383K – 171
2026
Q2 		$383K Buy
2,167
+25
+1% +$4.28K 0.06% 95
2026
Q1 		$355K Sell
2,142
-222
-9% -$38.8K 0.06% 87
2025
Q4 		$370K Sell
2,364
-243
-9% -$37.5K 0.07% 83
2025
Q3 		$405K Sell
2,607
-143
-5% -$21K 0.08% 90
2025
Q2 		$390K Sell
2,750
-336
-11% -$42.6K 0.08% 84
2025
Q1 		$360K Sell
3,086
-173
-5% -$20.3K 0.08% 78
2024
Q4 		$374K Buy
3,259
+12
+0.4% +$1.42K 0.08% 81
2024
Q3 		$373K Sell
3,247
-225
-6% -$24.5K 0.08% 78
2024
Q2 		$357K Sell
3,472
-20
-0.6% -$2.05K 0.09% 75
2024
Q1 		$351K Sell
3,492
-312
-8% -$29.6K 0.09% 78
2023
Q4 		$351K Sell
3,804
-115
-3% -$9.8K 0.1% 70
2023
Q3 		$313K Sell
3,919
-47
-1% -$3.93K 0.1% 69
2023
Q2 		$335K Sell
3,966
-40
-1% -$3.23K 0.1% 70
2023
Q1 		$323K Buy
4,006
+144
+4% +$11.5K 0.11% 69
2022
Q4 		$303K Buy
3,862
+135
+4% +$10.2K 0.11% 62
2022
Q3 		$240K Sell
3,727
-184
-5% -$13.2K 0.1% 71
2022
Q2 		$274K Buy
+3,911
New +$284K 0.11% 64
2018
Q4 		– Sell
-82
Closed -$5K – 389
2018
Q3 		$5K Sell
82
-15
-15% -$881 ﹤0.01% 391
2018
Q2 		$5K Buy
+97
New +$5.5K ﹤0.01% 383

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

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

MinichMacGregor Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2026, closing a stake of 2,167 shares — an estimated $383K sold.

MinichMacGregor Wealth Management first reported a position in PPA in Q2 2018 and held it in 19 quarters. The position peaked at $405K in Q3 2025. 384 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • MinichMacGregor Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,167 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $383K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2018 and held it in 19 quarters.
  • MinichMacGregor Wealth Management's Invesco Aerospace & Defense ETF position peaked at $405K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.