Miramontes Capital
PPA icon

Miramontes Capital’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Miramontes Capital’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 		$16M Sell
103,792
-3,441
-3% -$589K 4.84% 5
2026
Q2 		$18.9M Buy
107,233
+209
+0.2% +$35.8K 5.9% 5
2026
Q1 		$17.7M Sell
107,024
-871
-0.8% -$152K 6.14% 5
2025
Q4 		$16.9M Buy
+107,895
New +$16.6M 5.76% 5

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Miramontes Capital's PPA Position: Q3 2026 in Review

Miramontes Capital reduced its Invesco Aerospace & Defense ETF (PPA) stake by 3.2% in Q3 2026, selling an estimated $589K and leaving 103,792 shares worth $16M. The position accounts for 4.84% of the portfolio, ranked #5.

Miramontes Capital first reported a position in PPA in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.9M in Q2 2026. 460 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Miramontes Capital held 103,792 shares of Invesco Aerospace & Defense ETF worth $16M as of Q3 2026.
  • Miramontes Capital sold 3,441 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $589K.
  • Invesco Aerospace & Defense ETF made up 4.84% of Miramontes Capital's portfolio in Q3 2026, its #5 holding.
  • Miramontes Capital first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Miramontes Capital's Invesco Aerospace & Defense ETF position peaked at $18.9M in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Miramontes Capital's 13F filing for Q3 2026, filed 19 Oct 2026.