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Oxford Financial Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Oxford Financial Group’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 		$196K Hold
1,184
– – 0.01% 245
2025
Q4 		$185K Buy
1,184
+159
+16% +$24.5K 0.01% 236
2025
Q3 		$159K Buy
1,025
+525
+105% +$77.2K 0.01% 228
2025
Q2 		$70.8K Buy
+500
New +$63.4K ﹤0.01% 228

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 $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oxford Financial Group's PPA Position: Q1 2026 in Review

Oxford Financial Group held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2026 at 1,184 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #245.

Oxford Financial Group first reported a position in PPA in Q2 2025 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Oxford Financial Group held 1,184 shares of Invesco Aerospace & Defense ETF worth $196K as of Q1 2026.
  • Oxford Financial Group left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #245 holding.
  • Oxford Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 570 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.