Montgomery Financial Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Montgomery Financial Services’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	$25.1K	Buy	+142	New	+$24.3K	0.02%	109

Other funds holding PPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Montgomery Financial Services's PPA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 142 shares worth $25.1K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings.

553 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Montgomery Financial Services held 142 shares of Invesco Aerospace & Defense ETF worth $25.1K as of Q2 2026.
Invesco Aerospace & Defense ETF was a new Montgomery Financial Services position in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #109 holding.
553 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.