Root Financial Partners
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Root Financial Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Root Financial Partners’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
Q3 		$2.01K Buy
+13
New +$2.22K ﹤0.01% 2642
2026
Q2 		– Sell
-19
Closed -$3.15K – 2448
2026
Q1 		$3.15K Buy
+19
New +$3.32K ﹤0.01% 2131

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Root Financial Partners's PPA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q3 2026: 13 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #2642 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PPA as recently as Q1 2026.

Root Financial Partners first reported a position in PPA in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.15K in Q1 2026. 240 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Root Financial Partners held 13 shares of Invesco Aerospace & Defense ETF worth $2.01K as of Q3 2026.
  • Invesco Aerospace & Defense ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2642 holding.
  • Root Financial Partners first reported a position in Invesco Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco Aerospace & Defense ETF position peaked at $3.15K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.