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

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-8
Closed -$1.13K – 571
2025
Q2 		$1.13K Buy
+8
New +$1.01K ﹤0.01% 443

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Smallwood Wealth Investment Management's PPA Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2025, closing a stake of 8 shares — an estimated $1.13K sold.

Smallwood Wealth Investment Management first reported a position in PPA in Q2 2025 and held it in 1 quarter. The position peaked at $1.13K in Q2 2025. 447 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 8 Invesco Aerospace & Defense ETF shares in Q3 2025, an estimated $1.13K.
  • Smallwood Wealth Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Invesco Aerospace & Defense ETF position peaked at $1.13K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.