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SYM Financial Corp’s Invesco Aerospace & Defense ETF PPA Stock Holding History

SYM Financial Corp’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 		$179K Hold
1,015
– – 0.01% 387
2026
Q1 		$168K Sell
1,015
-20
-2% -$3.5K 0.02% 327
2025
Q4 		$162K Hold
1,035
– – 0.02% 333
2025
Q3 		$161K Hold
1,035
– – 0.02% 327
2025
Q2 		$147K Sell
1,035
-35
-3% -$4.43K 0.02% 320
2025
Q1 		$125K Sell
1,070
-50
-4% -$5.88K 0.02% 279
2024
Q4 		$128K Sell
1,120
-30
-3% -$3.54K 0.02% 249
2024
Q3 		$132K Hold
1,150
– – 0.02% 196
2024
Q2 		$118K Sell
1,150
-525
-31% -$53.9K 0.02% 175
2024
Q1 		$170K Sell
1,675
-275
-14% -$26.1K 0.03% 99
2023
Q4 		$180K Buy
1,950
+225
+13% +$19.2K 0.03% 107
2023
Q3 		$138K Buy
+1,725
New +$144K 0.02% 100

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

SYM Financial Corp's PPA Position: Q2 2026 in Review

SYM Financial Corp held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 1,015 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #387.

SYM Financial Corp first reported a position in PPA in Q3 2023 and has held it in 12 quarters since. The position peaked at $180K in Q4 2023. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • SYM Financial Corp held 1,015 shares of Invesco Aerospace & Defense ETF worth $179K as of Q2 2026.
  • SYM Financial Corp left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #387 holding.
  • SYM Financial Corp first reported a position in Invesco Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's Invesco Aerospace & Defense ETF position peaked at $180K in Q4 2023.
  • 579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.