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

Rollins Financial 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 		$1.46M Buy
8,270
+367
+5% +$62.9K 0.19% 62
2026
Q1 		$1.31M Sell
7,903
-564
-7% -$98.6K 0.21% 61
2025
Q4 		$1.33M Buy
8,467
+851
+11% +$131K 0.19% 55
2025
Q3 		$1.18M Buy
7,616
+1,519
+25% +$223K 0.18% 59
2025
Q2 		$864K Buy
6,097
+1,526
+33% +$193K 0.14% 66
2025
Q1 		$533K Sell
4,571
-10
-0.2% -$1.18K 0.09% 77
2024
Q4 		$526K Buy
4,581
+1,561
+52% +$184K 0.08% 81
2024
Q3 		$347K Buy
3,020
+214
+8% +$23.3K 0.06% 98
2024
Q2 		$288K Hold
2,806
– – 0.05% 102
2024
Q1 		$285K Hold
2,806
– – 0.05% 98
2023
Q4 		$259K Buy
+2,806
New +$240K 0.05% 89

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

Rollins Financial Advisors's PPA Position: Q2 2026 in Review

Rollins Financial Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 4.6% in Q2 2026, buying an estimated $62.9K and bringing the position to 8,270 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #62.

Rollins Financial Advisors first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Rollins Financial Advisors held 8,270 shares of Invesco Aerospace & Defense ETF worth $1.46M as of Q2 2026.
  • Rollins Financial Advisors bought 367 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $62.9K.
  • Invesco Aerospace & Defense ETF made up 0.19% of Rollins Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Rollins Financial Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.