Principle Wealth Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Principle Wealth Partners’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	$233K	Hold	1,404	–	–	0.01%	346
2025 Q4	$220K	Hold	1,404	–	–	0.01%	350
2025 Q3	$218K	Buy	+1,404	New	+$207K	0.01%	344
2020 Q3	–	Sell	-1,300	Closed	-$72K	–	357
2020 Q2	$72K	Buy	+1,300	New	+$70.6K	0.02%	246

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

Principle Wealth Partners's PPA Position: Q1 2026 in Review

Principle Wealth Partners held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2026 at 1,404 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #346.

Principle Wealth Partners first reported a position in PPA in Q2 2020 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Principle Wealth Partners held 1,404 shares of Invesco Aerospace & Defense ETF worth $233K as of Q1 2026.
Principle Wealth Partners left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #346 holding.
Principle Wealth Partners first reported a position in Invesco Aerospace & Defense ETF in Q2 2020 and has held it in 4 quarters since.
569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.