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 Q2	$249K	Buy	1,410 +6	+0.4%	+$1.03K	0.01%	357
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 $1.55T 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

Principle Wealth Partners's PPA Position: Q2 2026 in Review

Principle Wealth Partners increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.43% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,410 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #357.

Principle Wealth Partners first reported a position in PPA in Q2 2020 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Principle Wealth Partners held 1,410 shares of Invesco Aerospace & Defense ETF worth $249K as of Q2 2026.
Principle Wealth Partners bought 6 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.03K.
Invesco Aerospace & Defense ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #357 holding.
Principle Wealth Partners first reported a position in Invesco Aerospace & Defense ETF in Q2 2020 and has held it in 5 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.