Strategic Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Strategic Advisors’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 Q3	$209K	Buy	1,349 +4	+0.3%	+$684	0.04%	159
2026 Q2	$238K	Buy	1,345 +2	+0.1%	+$343	0.05%	153
2026 Q1	$223K	Hold	1,343	–	–	0.04%	175
2025 Q4	$210K	Hold	1,343	–	–	0.03%	172
2025 Q3	$209K	Sell	1,343 -138	-9%	-$20.3K	0.03%	178
2025 Q2	$210K	Buy	+1,481	New	+$188K	0.04%	167
2020 Q1	–	Sell	-3,080	Closed	-$211K	–	164
2019 Q4	$211K	Sell	3,080 -469	-13%	-$31.9K	0.07%	161
2019 Q3	$240K	Buy	3,549 +3	+0.1%	+$200	0.09%	150
2019 Q2	$230K	Buy	3,546 +1	+0%	+$62	0.09%	149
2019 Q1	$205K	Buy	+3,545	New	+$199K	0.08%	157
2018 Q4	–	Sell	-4,137	Closed	-$255K	–	152
2018 Q3	$255K	Buy	4,137 +4	+0.1%	+$235	0.09%	136
2018 Q2	$227K	Buy	4,133 +446	+12%	+$25.3K	0.09%	132
2018 Q1	$209K	Buy	+3,687	New	+$209K	0.09%	129

Other funds holding PPA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strategic Advisors's PPA Position: Q3 2026 in Review

Strategic Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.3% in Q3 2026, buying an estimated $684 and bringing the position to 1,349 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #159.

Strategic Advisors first reported a position in PPA in Q1 2018 and has held it in 13 quarters since. The position peaked at $255K in Q3 2018. 503 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

Strategic Advisors held 1,349 shares of Invesco Aerospace & Defense ETF worth $209K as of Q3 2026.
Strategic Advisors bought 4 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $684.
Invesco Aerospace & Defense ETF made up 0.04% of Strategic Advisors's portfolio in Q3 2026, its #159 holding.
Strategic Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2018 and has held it in 13 quarters since.
Strategic Advisors's Invesco Aerospace & Defense ETF position peaked at $255K in Q3 2018.
503 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.