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SHP Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

SHP Wealth Management’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 		$120K Hold
724
– – 0.01% 355
2025
Q4 		$113K Buy
+724
New +$112K 0.01% 328

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 $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's PPA Position: Q1 2026 in Review

SHP Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2026 at 724 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #355.

SHP Wealth Management first reported a position in PPA in Q4 2025 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • SHP Wealth Management held 724 shares of Invesco Aerospace & Defense ETF worth $120K as of Q1 2026.
  • SHP Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #355 holding.
  • SHP Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.