MWM
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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
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% -$9.84K 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

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MinichMacGregor Wealth Management's PPA Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 1.2% in Q2 2026, buying an estimated $4.28K and bringing the position to 2,167 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #95.

MinichMacGregor Wealth Management first reported a position in PPA in Q2 2018 and has held it in 19 quarters since. The position peaked at $405K in Q3 2025. 247 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • MinichMacGregor Wealth Management held 2,167 shares of Invesco Aerospace & Defense ETF worth $383K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 25 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $4.28K.
  • Invesco Aerospace & Defense ETF made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #95 holding.
  • MinichMacGregor Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2018 and has held it in 19 quarters since.
  • MinichMacGregor Wealth Management's Invesco Aerospace & Defense ETF position peaked at $405K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.