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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return