Total Clarity Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Total Clarity Wealth Management’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	$1.08M	Buy	6,087 +46	+0.8%	+$7.88K	0.21%	116
2026 Q1	$1M	Sell	6,041 -40	-0.7%	-$6.99K	0.24%	106
2025 Q4	$952K	Buy	6,081 +860	+16%	+$133K	0.23%	113
2025 Q3	$812K	Sell	5,221 -738	-12%	-$109K	0.22%	121
2025 Q2	$844K	Sell	5,959 -1,831	-24%	-$232K	0.24%	109
2025 Q1	$894K	Hold	7,790	–	–	0.29%	94
2024 Q4	$894K	Sell	7,790 -11,630	-60%	-$1.37M	0.29%	95
2024 Q3	$2.23M	Buy	19,420 +1,094	+6%	+$119K	0.72%	37
2024 Q2	$1.88M	Buy	18,326 +12,393	+209%	+$1.27M	0.65%	43
2024 Q1	$603K	Buy	5,933 +1,223	+26%	+$116K	0.21%	127
2023 Q4	$434K	Buy	4,710 +184	+4%	+$15.7K	0.18%	141
2023 Q3	$361K	Sell	4,526 -651	-13%	-$54.4K	0.17%	141
2023 Q2	$437K	Buy	5,177 +37	+0.7%	+$2.99K	0.22%	117
2023 Q1	$414K	Sell	5,140 -2,043	-28%	-$163K	0.22%	104
2022 Q4	$563K	Buy	+7,183	New	+$541K	0.29%	89
2022 Q3	–	Sell	-1,450	Closed	-$102K	–	787
2022 Q2	$102K	Buy	+1,450	New	+$105K	0.05%	316
2020 Q1	–	Sell	-118	Closed	-$8K	–	482
2019 Q4	$8K	Buy	+118	New	+$8.02K	0.01%	529

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

Total Clarity Wealth Management's PPA Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.76% in Q2 2026, buying an estimated $7.88K and bringing the position to 6,087 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #116.

Total Clarity Wealth Management first reported a position in PPA in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2024. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Total Clarity Wealth Management held 6,087 shares of Invesco Aerospace & Defense ETF worth $1.08M as of Q2 2026.
Total Clarity Wealth Management bought 46 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $7.88K.
Invesco Aerospace & Defense ETF made up 0.21% of Total Clarity Wealth Management's portfolio in Q2 2026, its #116 holding.
Total Clarity Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 17 quarters since.
Total Clarity Wealth Management's Invesco Aerospace & Defense ETF position peaked at $2.23M in Q3 2024.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.