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

Park Square 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
2025
Q3 		– Sell
-52
Closed -$7.37K – 771
2025
Q2 		$7.37K Hold
52
– – 0.01% 657
2025
Q1 		$6.06K Sell
52
-2
-4% -$235 ﹤0.01% 710
2024
Q4 		$6.2K Buy
+54
New +$6.37K ﹤0.01% 672

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Park Square Financial Group's PPA Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2025, closing a stake of 52 shares — an estimated $7.37K sold.

Park Square Financial Group first reported a position in PPA in Q4 2024 and held it in 3 quarters. The position peaked at $7.37K in Q2 2025. 448 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 52 Invesco Aerospace & Defense ETF shares in Q3 2025, an estimated $7.37K.
  • Park Square Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Aerospace & Defense ETF position peaked at $7.37K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.