Tempus Wealth Planning’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Tempus Wealth Planning’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	$815K	Sell	4,615 -16,320	-78%	-$2.8M	0.16%	148
2026 Q1	$3.47M	Buy	20,935 +640	+3%	+$112K	0.8%	26
2025 Q4	$3.18M	Buy	20,295 +3,900	+24%	+$601K	0.73%	30
2025 Q3	$2.55M	Buy	16,395 +12,740	+349%	+$1.87M	0.58%	38
2025 Q2	$518K	Buy	+3,655	New	+$463K	0.13%	163

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

Tempus Wealth Planning's PPA Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Invesco Aerospace & Defense ETF (PPA) stake by 78% in Q2 2026, selling an estimated $2.8M and leaving 4,615 shares worth $815K. The position accounts for 0.16% of the portfolio, ranked #148.

Tempus Wealth Planning first reported a position in PPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.47M in Q1 2026. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Tempus Wealth Planning held 4,615 shares of Invesco Aerospace & Defense ETF worth $815K as of Q2 2026.
Tempus Wealth Planning sold 16,320 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $2.8M.
Invesco Aerospace & Defense ETF made up 0.16% of Tempus Wealth Planning's portfolio in Q2 2026, its #148 holding.
Tempus Wealth Planning first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Tempus Wealth Planning's Invesco Aerospace & Defense ETF position peaked at $3.47M in Q1 2026.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.