Prosperity Consulting Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Prosperity Consulting Group’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	$10.5M	Sell	59,538 -785	-1%	-$134K	0.4%	48
2026 Q1	$10M	Buy	60,323 +1,710	+3%	+$299K	0.44%	42
2025 Q4	$9.18M	Buy	58,613 +1,610	+3%	+$248K	0.41%	46
2025 Q3	$8.86M	Buy	57,003 +4,891	+9%	+$720K	0.44%	43
2025 Q2	$7.38M	Sell	52,112 -42	-0.1%	-$5.32K	0.54%	41
2025 Q1	$6.08M	Buy	52,154 +1,341	+3%	+$158K	0.47%	49
2024 Q4	$5.83M	Buy	50,813 +5,532	+12%	+$653K	0.44%	50
2024 Q3	$5.21M	Buy	+45,281	New	+$4.92M	0.41%	61
2024 Q2	–	Sell	-2,035	Closed	-$207K	–	330
2024 Q1	$207K	Buy	+2,035	New	+$193K	0.03%	313

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

Prosperity Consulting Group's PPA Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.3% in Q2 2026, selling an estimated $134K and leaving 59,538 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #48.

Prosperity Consulting Group first reported a position in PPA in Q1 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Prosperity Consulting Group held 59,538 shares of Invesco Aerospace & Defense ETF worth $10.5M as of Q2 2026.
Prosperity Consulting Group sold 785 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $134K.
Invesco Aerospace & Defense ETF made up 0.4% of Prosperity Consulting Group's portfolio in Q2 2026, its #48 holding.
Prosperity Consulting Group first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.