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

Sharp Financial Services’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
2025 Q1	–	Sell	-2,028	Closed	-$233K	–	100
2024 Q4	$233K	Buy	2,028 +217	+12%	+$25.6K	0.18%	87
2024 Q3	$208K	Buy	+1,811	New	+$197K	0.16%	94

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Sharp Financial Services's PPA Position: Q1 2025 in Review

Sharp Financial Services sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2025, closing a stake of 2,028 shares — an estimated $233K sold.

Sharp Financial Services first reported a position in PPA in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

Sharp Financial Services reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Sharp Financial Services sold 2,028 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $233K.
Sharp Financial Services first reported a position in Invesco Aerospace & Defense ETF in Q3 2024 and held it in 2 quarters.
Sharp Financial Services's Invesco Aerospace & Defense ETF position peaked at $233K in Q4 2024.
398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.