NFP Retirement Inc’s Invesco Aerospace & Defense ETF PPA Stock Holding History

NFP Retirement Inc’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	$490K	Buy	2,850 +2	+0.1%	+$343	0.03%	204
2026 Q1	$472K	Buy	2,848 +1	+0%	+$175	0.03%	201
2025 Q4	$446K	Hold	2,847	–	–	0.03%	208
2025 Q3	$443K	Buy	2,847 +8	+0.3%	+$1.18K	0.03%	211
2025 Q2	$402K	Buy	2,839 +3	+0.1%	+$380	0.03%	225
2025 Q1	$330K	Buy	2,836 +2	+0.1%	+$235	0.03%	223
2024 Q4	$325K	Buy	2,834 +7	+0.2%	+$826	0.03%	230
2024 Q3	$325K	Buy	2,827 +3	+0.1%	+$326	0.03%	225
2024 Q2	$290K	Buy	2,824 +4	+0.1%	+$410	0.02%	229
2024 Q1	$286K	Buy	+2,820	New	+$268K	0.02%	232

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $104B AUM 28.3% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

NFP Retirement Inc's PPA Position: Q2 2026 in Review

NFP Retirement Inc increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.07% in Q2 2026, buying an estimated $343 and bringing the position to 2,850 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #204.

NFP Retirement Inc first reported a position in PPA in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

NFP Retirement Inc held 2,850 shares of Invesco Aerospace & Defense ETF worth $490K as of Q2 2026.
NFP Retirement Inc bought 2 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $343.
Invesco Aerospace & Defense ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #204 holding.
NFP Retirement Inc first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.