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Stonebridge Financial Group (Pennsylvania)’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-14
Closed -$1.63K – 750
2025
Q1 		$1.63K Buy
+14
New +$1.65K ﹤0.01% 794

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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PPA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2025, closing a stake of 14 shares — an estimated $1.63K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PPA in Q1 2025 and held it in 1 quarter. The position peaked at $1.63K in Q1 2025. 427 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 14 Invesco Aerospace & Defense ETF shares in Q2 2025, an estimated $1.63K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco Aerospace & Defense ETF position peaked at $1.63K in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.