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

Rise 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
2025
Q3 		– Sell
-63
Closed -$8.94K – 1590
2025
Q2 		$8.94K Buy
+63
New +$7.98K ﹤0.01% 1042

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Rise Advisors's PPA Position: Q3 2025 in Review

Rise Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2025, closing a stake of 63 shares — an estimated $8.94K sold.

Rise Advisors first reported a position in PPA in Q2 2025 and held it in 1 quarter. The position peaked at $8.94K in Q2 2025. 446 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • Rise Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 63 Invesco Aerospace & Defense ETF shares in Q3 2025, an estimated $8.94K.
  • Rise Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and held it in 1 quarter.
  • Rise Advisors's Invesco Aerospace & Defense ETF position peaked at $8.94K in Q2 2025.
  • 446 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.