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Steigerwald Gordon & Koch’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Steigerwald Gordon & Koch’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
Q2 		$177 Hold
1
– – ﹤0.01% 745
2026
Q1 		$166 Hold
1
– – ﹤0.01% 759
2025
Q4 		$157 Hold
1
– – ﹤0.01% 897
2025
Q3 		$155 Buy
+1
New +$147 ﹤0.01% 797

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Steigerwald Gordon & Koch's PPA Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 1 share worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Steigerwald Gordon & Koch first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Steigerwald Gordon & Koch held 1 share of Invesco Aerospace & Defense ETF worth $177 as of Q2 2026.
  • Steigerwald Gordon & Koch left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #745 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.