NECFA
PPA icon

New England Capital Financial Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

New England Capital Financial Advisors’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
Q1 		– Hold
0
– -$29 – 434
2025
Q4 		– Sell
-102
Closed -$15.7K – 418
2025
Q3 		$15.9K Hold
102
– – 0.01% 212
2025
Q2 		$14.4K Hold
102
– – 0.01% 211
2025
Q1 		$11.9K Hold
102
– – 0.01% 216
2024
Q4 		$11.7K Buy
102
+1
+1% +$118 0.01% 220
2024
Q3 		$11.7K Hold
101
– – 0.01% 218
2024
Q2 		$10.4K Hold
101
– – 0.01% 224
2024
Q1 		$10.3K Hold
101
– – 0.01% 224
2023
Q4 		$9.32K Hold
101
– – 0.01% 234
2023
Q3 		$8.04K Hold
101
– – 0.01% 240
2023
Q2 		$8.5K Buy
101
+1
+1% +$81 0.01% 238
2023
Q1 		$8.1K Hold
100
– – 0.01% 267
2022
Q4 		$7.75K Buy
+100
New +$7.53K 0.01% 267

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return