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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
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 $1.37T 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $7.29B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Opal Wealth Advisors's PPA Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q1 2026: 172 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in PPA as recently as Q2 2025.

Opal Wealth Advisors first reported a position in PPA in Q2 2024 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Opal Wealth Advisors held 172 shares of Invesco Aerospace & Defense ETF worth $28.5K as of Q1 2026.
  • Invesco Aerospace & Defense ETF was a new Opal Wealth Advisors position in Q1 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #519 holding.
  • Opal Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.