Tyler-Stone Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Tyler-Stone 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
2025 Q2	$277K	Buy	1,956 +1	+0.1%	+$127	0.04%	280
2025 Q1	$228K	Sell	1,955 -19	-1%	-$2.23K	0.04%	300
2024 Q4	$226K	Sell	1,974 -6	-0.3%	-$708	0.04%	294
2024 Q3	$228K	Buy	1,980 +1,085	+121%	+$118K	0.04%	293
2024 Q2	$92K	Hold	895	–	–	0.04%	297
2024 Q1	$90.9K	Buy	895 +101	+13%	+$9.58K	0.04%	285
2023 Q4	$73.2K	Buy	794 +15	+2%	+$1.28K	0.04%	310
2023 Q3	$62K	Buy	779 +121	+18%	+$10.1K	0.04%	314
2023 Q2	$56K	Buy	+658	New	+$53.1K	0.03%	324
2022 Q4	$32K	Hold	407	–	–	0.02%	380
2022 Q3	$26K	Hold	407	–	–	0.02%	395
2022 Q2	$29K	Hold	407	–	–	0.02%	397
2022 Q1	$32K	Buy	+407	New	+$30.2K	0.02%	409

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Tyler-Stone Wealth Management's PPA Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.05% in Q2 2025, buying an estimated $127 and bringing the position to 1,956 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #280.

Tyler-Stone Wealth Management first reported a position in PPA in Q1 2022 and has held it in 13 quarters since. 427 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

Tyler-Stone Wealth Management held 1,956 shares of Invesco Aerospace & Defense ETF worth $277K as of Q2 2025.
Tyler-Stone Wealth Management bought 1 Invesco Aerospace & Defense ETF share in Q2 2025, an estimated $127.
Invesco Aerospace & Defense ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #280 holding.
Tyler-Stone Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 13 quarters since.
427 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.