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

TCI Wealth 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 Q2	$205K	Buy	+1,162	New	+$199K	0.01%	256
2026 Q1	–	Sell	-1,338	Closed	-$210K	–	263
2025 Q4	$210K	Buy	+1,338	New	+$206K	0.01%	237
2023 Q2	–	Sell	-362	Closed	-$29.2K	–	1694
2023 Q1	$29.2K	Hold	362	–	–	﹤0.01%	571
2022 Q4	$28.4K	Hold	362	–	–	﹤0.01%	560
2022 Q3	$23K	Hold	362	–	–	﹤0.01%	602
2022 Q2	$25K	Hold	362	–	–	﹤0.01%	573
2022 Q1	$28K	Hold	362	–	–	﹤0.01%	560
2021 Q4	$26K	Hold	362	–	–	﹤0.01%	596
2021 Q3	$26K	Hold	362	–	–	﹤0.01%	589
2021 Q2	$27K	Hold	362	–	–	﹤0.01%	536
2021 Q1	$26K	Hold	362	–	–	0.01%	510
2020 Q4	$25K	Hold	362	–	–	0.01%	456
2020 Q3	$20K	Hold	362	–	–	0.01%	453
2020 Q2	$20K	Hold	362	–	–	0.01%	447
2020 Q1	$18K	Hold	362	–	–	0.01%	465
2019 Q4	$25K	Hold	362	–	–	0.01%	512
2019 Q3	$25K	Hold	362	–	–	0.01%	448
2019 Q2	$24K	Hold	362	–	–	0.01%	439
2019 Q1	$21K	Hold	362	–	–	0.01%	492
2018 Q4	$18K	Hold	362	–	–	0.01%	501
2018 Q3	$22K	Hold	362	–	–	0.01%	483
2018 Q2	$20K	Hold	362	–	–	0.01%	487
2018 Q1	$21K	Hold	362	–	–	0.01%	478
2017 Q4	$20K	Hold	362	–	–	0.01%	495
2017 Q3	$19K	Hold	362	–	–	0.01%	470
2017 Q2	$17K	Hold	362	–	–	0.01%	487
2017 Q1	$16K	Buy	+362	New	+$15.6K	0.01%	486

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

TCI Wealth Advisors's PPA Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 1,162 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in PPA as recently as Q4 2025.

TCI Wealth Advisors first reported a position in PPA in Q1 2017 and has held it in 27 quarters since. The position peaked at $210K in Q4 2025. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

TCI Wealth Advisors held 1,162 shares of Invesco Aerospace & Defense ETF worth $205K as of Q2 2026.
Invesco Aerospace & Defense ETF was a new TCI Wealth Advisors position in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #256 holding.
TCI Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2017 and has held it in 27 quarters since.
TCI Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $210K in Q4 2025.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.