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

Schuylkill Financial’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	$840K	Buy	+5,432	New	+$929K	0.82%	40

Other funds holding PPA

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Schuylkill Financial's PPA Position: Q3 2026 in Review

Schuylkill Financial opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q3 2026: 5,432 shares worth $840K. The stake represents 0.82% of the portfolio and ranks #40 among its holdings.

186 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

Schuylkill Financial held 5,432 shares of Invesco Aerospace & Defense ETF worth $840K as of Q3 2026.
Invesco Aerospace & Defense ETF was a new Schuylkill Financial position in Q3 2026.
Invesco Aerospace & Defense ETF made up 0.82% of Schuylkill Financial's portfolio in Q3 2026, its #40 holding.
186 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

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