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RMG Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

RMG Wealth Management’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 		– Sell
-2,573
Closed -$125K – 640
2025
Q4 		$125K Buy
+2,573
New +$397K 0.02% 85

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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RMG Wealth Management's PPA Position: Q1 2026 in Review

RMG Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2026, closing a stake of 2,573 shares — an estimated $125K sold.

RMG Wealth Management first reported a position in PPA in Q4 2025 and held it in 1 quarter. The position peaked at $125K in Q4 2025. 573 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • RMG Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 2,573 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $125K.
  • RMG Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's Invesco Aerospace & Defense ETF position peaked at $125K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.