Planning Directions’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Planning Directions’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 Q1	$300K	Buy	+1,809	New	+$316K	0.15%	76

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Planning Directions's PPA Position: Q1 2026 in Review

Planning Directions opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q1 2026: 1,809 shares worth $300K. The stake represents 0.15% of the portfolio and ranks #76 among its holdings.

569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Planning Directions held 1,809 shares of Invesco Aerospace & Defense ETF worth $300K as of Q1 2026.
Invesco Aerospace & Defense ETF was a new Planning Directions position in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.15% of Planning Directions's portfolio in Q1 2026, its #76 holding.
569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.