Plante Moran Financial Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Plante Moran Financial 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	$112K	Hold	635	–	–	0.01%	235
2026 Q1	$105K	Hold	635	–	–	0.01%	221
2025 Q4	$99.5K	Hold	635	–	–	0.01%	232
2025 Q3	$98.7K	Hold	635	–	–	0.01%	243
2025 Q2	$90K	Hold	635	–	–	0.01%	254
2025 Q1	$74K	Sell	635 -211	-25%	-$24.8K	0.01%	284
2024 Q4	$97.1K	Hold	846	–	–	0.01%	261
2024 Q3	$97.3K	Hold	846	–	–	0.01%	287
2024 Q2	$86.9K	Buy	846 +211	+33%	+$21.6K	0.01%	263
2024 Q1	$64.5K	Sell	635 -210	-25%	-$19.9K	0.01%	305
2023 Q4	$77.9K	Buy	845 +210	+33%	+$18K	0.01%	271
2023 Q3	$50.7K	Hold	635	–	–	0.01%	290
2023 Q2	$53.6K	Buy	+635	New	+$51.3K	0.01%	291
2021 Q3	–	Sell	-75	Closed	-$6K	–	1001
2021 Q2	$6K	Buy	+75	New	+$5.64K	﹤0.01%	760
2017 Q3	–	Sell	-1,129	Closed	-$52K	–	851
2017 Q2	$52K	Buy	1,129 +481	+74%	+$21.7K	0.03%	306
2017 Q1	$28K	Hold	648	–	–	0.02%	417
2016 Q4	$27K	Buy	+648	New	+$26.2K	0.02%	433

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

Plante Moran Financial Advisors's PPA Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 635 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #235.

Plante Moran Financial Advisors first reported a position in PPA in Q4 2016 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Plante Moran Financial Advisors held 635 shares of Invesco Aerospace & Defense ETF worth $112K as of Q2 2026.
Plante Moran Financial Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #235 holding.
Plante Moran Financial Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2016 and has held it in 17 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.