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

Prosperity Financial 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	$800K	Sell	4,530 -1	-0%	-$171	0.25%	100
2026 Q1	$751K	Buy	4,531 +250	+6%	+$43.7K	0.28%	97
2025 Q4	$670K	Buy	4,281 +1	+0%	+$154	0.24%	101
2025 Q3	$665K	Hold	4,280	–	–	0.24%	98
2025 Q2	$606K	Sell	4,280 -25	-0.6%	-$3.17K	0.26%	97
2025 Q1	$502K	Sell	4,305 -284	-6%	-$33.4K	0.25%	96
2024 Q4	$526K	Sell	4,589 -83	-2%	-$9.79K	0.26%	85
2024 Q3	$537K	Hold	4,672	–	–	0.3%	83
2024 Q2	$480K	Hold	4,672	–	–	0.3%	78
2024 Q1	$475K	Buy	+4,672	New	+$443K	0.29%	84

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 Financial Group's PPA Position: Q2 2026 in Review

Prosperity Financial Group reduced its Invesco Aerospace & Defense ETF (PPA) stake by 0.02% in Q2 2026, selling an estimated $171 and leaving 4,530 shares worth $800K. The position accounts for 0.25% of the portfolio, ranked #100.

Prosperity Financial Group first reported a position in PPA in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Prosperity Financial Group held 4,530 shares of Invesco Aerospace & Defense ETF worth $800K as of Q2 2026.
Prosperity Financial Group sold 1 Invesco Aerospace & Defense ETF share in Q2 2026, an estimated $171.
Invesco Aerospace & Defense ETF made up 0.25% of Prosperity Financial Group's portfolio in Q2 2026, its #100 holding.
Prosperity Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.