PCM
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Permanent Capital Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Permanent Capital Management’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
Q1 		$5.7M Sell
48,913
-9,218
-16% -$1.08M 1.63% 12
2024
Q4 		$6.67M Buy
+58,131
New +$6.86M 2.06% 11

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Permanent Capital Management's PPA Position: Q1 2025 in Review

Permanent Capital Management reduced its Invesco Aerospace & Defense ETF (PPA) stake by 16% in Q1 2025, selling an estimated $1.08M and leaving 48,913 shares worth $5.7M. The position accounts for 1.63% of the portfolio, ranked #12.

Permanent Capital Management first reported a position in PPA in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.67M in Q4 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

  • Permanent Capital Management held 48,913 shares of Invesco Aerospace & Defense ETF worth $5.7M as of Q1 2025.
  • Permanent Capital Management sold 9,218 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $1.08M.
  • Invesco Aerospace & Defense ETF made up 1.63% of Permanent Capital Management's portfolio in Q1 2025, its #12 holding.
  • Permanent Capital Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 2 quarters since.
  • Permanent Capital Management's Invesco Aerospace & Defense ETF position peaked at $6.67M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Permanent Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.