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

National Wealth Management Group’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 		– Sell
-4,925
Closed -$816K – 239
2026
Q1 		$816K Sell
4,925
-1,326
-21% -$232K 0.3% 78
2025
Q4 		$979K Sell
6,251
-3
-0% -$463 0.34% 69
2025
Q3 		$972K Buy
6,254
+809
+15% +$119K 0.37% 58
2025
Q2 		$772K Buy
5,445
+71
+1% +$9K 0.43% 51
2025
Q1 		$626K Buy
5,374
+185
+4% +$21.8K 0.41% 59
2024
Q4 		$595K Sell
5,189
-204
-4% -$24.1K 0.4% 55
2024
Q3 		$620K Buy
5,393
+116
+2% +$12.6K 0.42% 54
2024
Q2 		$542K Buy
5,277
+82
+2% +$8.41K 0.41% 57
2024
Q1 		$528K Sell
5,195
-223
-4% -$21.2K 0.41% 57
2023
Q4 		$499K Buy
5,418
+1,570
+41% +$134K 0.48% 56
2023
Q3 		$307K Buy
3,848
+35
+0.9% +$2.92K 0.33% 94
2023
Q2 		$325K Sell
3,813
-1,018
-21% -$82.2K 0.34% 90
2023
Q1 		$379K Buy
4,831
+984
+26% +$78.5K 0.43% 75
2022
Q4 		$302K Buy
+3,847
New +$290K 0.36% 91

Other funds holding PPA

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
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
IMC
Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

National Wealth Management Group's PPA Position: Q2 2026 in Review

National Wealth Management Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 4,925 shares — an estimated $816K sold.

National Wealth Management Group first reported a position in PPA in Q4 2022 and held it in 14 quarters. The position peaked at $979K in Q4 2025. 141 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • National Wealth Management Group reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 4,925 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $816K.
  • National Wealth Management Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2022 and held it in 14 quarters.
  • National Wealth Management Group's Invesco Aerospace & Defense ETF position peaked at $979K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.