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

Modera 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 		$452K Buy
2,558
+211
+9% +$36.1K ﹤0.01% 480
2026
Q1 		$389K Buy
2,347
+86
+4% +$15K ﹤0.01% 479
2025
Q4 		$354K Hold
2,261
– – ﹤0.01% 518
2025
Q3 		$352K Hold
2,261
– – ﹤0.01% 513
2025
Q2 		$320K Hold
2,261
– – ﹤0.01% 522
2025
Q1 		$264K Buy
+2,261
New +$266K ﹤0.01% 534
2024
Q3 		– Sell
-2,138
Closed -$220K – 623
2024
Q2 		$220K Buy
+2,138
New +$219K ﹤0.01% 528

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Modera Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 9% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,558 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Modera Wealth Management first reported a position in PPA in Q2 2024 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Modera Wealth Management held 2,558 shares of Invesco Aerospace & Defense ETF worth $452K as of Q2 2026.
  • Modera Wealth Management bought 211 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $36.1K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Modera Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 7 quarters since.
  • 374 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.