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Opal Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Opal Wealth 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
Q2 		– Sell
-172
Closed -$28.5K – 482
2026
Q1 		$28.5K Buy
+172
New +$30.1K 0.01% 519
2025
Q3 		– Sell
-172
Closed -$24.4K – 457
2025
Q2 		$24.4K Hold
172
– – 0.01% 528
2025
Q1 		$20K Buy
+172
New +$20.2K 0.01% 531
2024
Q3 		– Sell
-212
Closed -$21.8K – 922
2024
Q2 		$21.8K Buy
+212
New +$21.7K 0.01% 489

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Opal Wealth Advisors's PPA Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 172 shares — an estimated $28.5K sold.

Opal Wealth Advisors first reported a position in PPA in Q2 2024 and held it in 4 quarters. The position peaked at $28.5K in Q1 2026. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 172 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $28.5K.
  • Opal Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $28.5K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.