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

Tradition 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	$200K	Buy	+1,133	New	+$194K	0.01%	507
2024 Q1	–	Sell	-1,042	Closed	-$96K	–	973
2023 Q4	$96K	Buy	1,042 +722	+226%	+$61.7K	0.01%	485
2023 Q3	$26K	Buy	320 +1	+0.3%	+$84	﹤0.01%	780
2023 Q2	$27K	Hold	319	–	–	﹤0.01%	803
2023 Q1	$26K	Hold	319	–	–	﹤0.01%	771
2022 Q4	$25K	Hold	319	–	–	﹤0.01%	701
2022 Q3	$21K	Buy	319 +1	+0.3%	+$72	﹤0.01%	747
2022 Q2	$22K	Buy	+318	New	+$23.1K	﹤0.01%	630
2021 Q4	–	Sell	-200	Closed	-$14K	–	1212
2021 Q3	$14K	Sell	200 -179	-47%	-$13.2K	﹤0.01%	821
2021 Q2	$28K	Hold	379	–	–	﹤0.01%	682
2021 Q1	$28K	Hold	379	–	–	﹤0.01%	563
2020 Q4	$26K	Buy	+379	New	+$23.5K	0.01%	535

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

Tradition Wealth Management's PPA Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 1,133 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in PPA as recently as Q4 2023.

Tradition Wealth Management first reported a position in PPA in Q4 2020 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Tradition Wealth Management held 1,133 shares of Invesco Aerospace & Defense ETF worth $200K as of Q2 2026.
Invesco Aerospace & Defense ETF was a new Tradition Wealth Management position in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #507 holding.
Tradition Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2020 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.