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

PCG 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	$1.95M	Buy	11,038 +929	+9%	+$159K	0.44%	69
2026 Q1	$1.68M	Buy	10,109 +791	+8%	+$138K	0.42%	69
2025 Q4	$1.46M	Buy	9,318 +1,673	+22%	+$258K	0.41%	69
2025 Q3	$1.19M	Buy	+7,645	New	+$1.12M	0.35%	75

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

PCG Wealth Advisors's PPA Position: Q2 2026 in Review

PCG Wealth Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 9.2% in Q2 2026, buying an estimated $159K and bringing the position to 11,038 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #69.

PCG Wealth Advisors first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

PCG Wealth Advisors held 11,038 shares of Invesco Aerospace & Defense ETF worth $1.95M as of Q2 2026.
PCG Wealth Advisors bought 929 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $159K.
Invesco Aerospace & Defense ETF made up 0.44% of PCG Wealth Advisors's portfolio in Q2 2026, its #69 holding.
PCG Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.