Thurston Springer Miller Herd & Titak’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Thurston Springer Miller Herd & Titak’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	$87.6K	Hold	495	–	–	0.03%	375
2026 Q1	$82.1K	Buy	495 +56	+13%	+$9.79K	0.03%	433
2025 Q4	$68.9K	Buy	439 +358	+442%	+$55.2K	0.02%	424
2025 Q3	$12.6K	Sell	81 -2,777	-97%	-$409K	0.02%	328
2025 Q2	$405K	Buy	2,858 +2,249	+369%	+$285K	0.05%	269
2025 Q1	$71.3K	Buy	609 +25	+4%	+$2.94K	0.01%	535
2024 Q4	$67.3K	Buy	584 +172	+42%	+$20.3K	0.01%	464
2024 Q3	$47.5K	Hold	412	–	–	0.01%	574
2024 Q2	$42.4K	Buy	+412	New	+$42.3K	0.01%	589

Other funds holding PPA

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return