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Regal Investment Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Regal Investment 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 		$377K Sell
2,136
-972
-31% -$166K 0.02% 515
2026
Q1 		$515K Buy
3,108
+954
+44% +$167K 0.03% 424
2025
Q4 		$337K Buy
+2,154
New +$332K 0.02% 489
2024
Q4 		– Sell
-20,340
Closed -$2.34M – 503
2024
Q3 		$2.34M Sell
20,340
-32,652
-62% -$3.55M 0.16% 154
2024
Q2 		$5.44M Buy
52,992
+730
+1% +$74.9K 0.36% 77
2024
Q1 		$5.31M Buy
52,262
+4,619
+10% +$438K 0.36% 77
2023
Q4 		$4.39M Buy
47,643
+44,953
+1,671% +$3.84M 0.33% 89
2023
Q3 		$215K Buy
+2,690
New +$225K 0.02% 452
2022
Q2 		– Sell
-15,525
Closed -$1.22M – 546
2022
Q1 		$1.22M Buy
+15,525
New +$1.15M 0.11% 183

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Regal Investment Advisors's PPA Position: Q2 2026 in Review

Regal Investment Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 31% in Q2 2026, selling an estimated $166K and leaving 2,136 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #515.

Regal Investment Advisors first reported a position in PPA in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.44M in Q2 2024. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Regal Investment Advisors held 2,136 shares of Invesco Aerospace & Defense ETF worth $377K as of Q2 2026.
  • Regal Investment Advisors sold 972 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $166K.
  • Invesco Aerospace & Defense ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • Regal Investment Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 9 quarters since.
  • Regal Investment Advisors's Invesco Aerospace & Defense ETF position peaked at $5.44M in Q2 2024.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.