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

Savvy Advisors Inc’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 		$692K Buy
4,175
+369
+10% +$64.5K 0.02% 554
2025
Q4 		$596K Buy
3,806
+122
+3% +$18.8K 0.02% 512
2025
Q3 		$573K Buy
3,684
+512
+16% +$75.3K 0.03% 398
2025
Q2 		$449K Buy
3,172
+798
+34% +$101K 0.03% 378
2025
Q1 		$277K Buy
2,374
+538
+29% +$63.3K 0.03% 410
2024
Q4 		$211K Buy
+1,836
New +$217K 0.03% 423

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $7.29B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Savvy Advisors Inc's PPA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Invesco Aerospace & Defense ETF (PPA) stake by 9.7% in Q1 2026, buying an estimated $64.5K and bringing the position to 4,175 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #554.

Savvy Advisors Inc first reported a position in PPA in Q4 2024 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Savvy Advisors Inc held 4,175 shares of Invesco Aerospace & Defense ETF worth $692K as of Q1 2026.
  • Savvy Advisors Inc bought 369 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $64.5K.
  • Invesco Aerospace & Defense ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #554 holding.
  • Savvy Advisors Inc first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.