OIA
PPA icon

OneDigital Investment Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

OneDigital Investment 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 		$366K Buy
2,208
+82
+4% +$14.3K ﹤0.01% 1087
2025
Q4 		$333K Buy
2,126
+373
+21% +$57.5K ﹤0.01% 1152
2025
Q3 		$273K Buy
1,753
+40
+2% +$5.88K ﹤0.01% 1246
2025
Q2 		$243K Sell
1,713
-80
-4% -$10.1K ﹤0.01% 1290
2025
Q1 		$209K Sell
1,793
-30
-2% -$3.53K ﹤0.01% 1307
2024
Q4 		$209K Buy
1,823
+16
+0.9% +$1.89K ﹤0.01% 1315
2024
Q3 		$208K Buy
+1,807
New +$196K ﹤0.01% 1349
2022
Q4 		– Sell
-3,204
Closed -$207K – 846
2022
Q3 		$207K Buy
3,204
+13
+0.4% +$930 0.01% 703
2022
Q2 		$224K Buy
+3,191
New +$232K 0.01% 631

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