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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's PPA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 2,000 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #68.

Pacific Capital Wealth Advisors first reported a position in PPA in Q2 2024 and has held it in 9 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Pacific Capital Wealth Advisors held 2,000 shares of Invesco Aerospace & Defense ETF worth $353K as of Q2 2026.
Pacific Capital Wealth Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Pacific Capital Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.