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

Pacific Capital 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	$353K	Hold	2,000	–	–	0.05%	68
2026 Q1	$331K	Hold	2,000	–	–	0.06%	67
2025 Q4	$313K	Hold	2,000	–	–	0.05%	63
2025 Q3	$311K	Hold	2,000	–	–	0.05%	63
2025 Q2	$285K	Hold	2,000	–	–	0.05%	66
2025 Q1	$233K	Hold	2,000	–	–	0.04%	77
2024 Q4	$229K	Hold	2,000	–	–	0.04%	73
2024 Q3	$230K	Hold	2,000	–	–	0.04%	75
2024 Q2	$205K	Buy	+2,000	New	+$205K	0.04%	70

Other funds holding PPA

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return