U.S. Capital Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$859K	Buy	5,181 +765	+17%	+$134K	0.02%	555
2025 Q4	$692K	Buy	4,416 +1,258	+40%	+$194K	0.02%	575
2025 Q3	$491K	Buy	3,158 +100	+3%	+$14.7K	0.01%	641
2025 Q2	$433K	Sell	3,058 -430	-12%	-$54.5K	0.01%	628
2025 Q1	$407K	Sell	3,488 -710	-17%	-$83.5K	0.01%	627
2024 Q4	$482K	Buy	4,198 +745	+22%	+$87.9K	0.01%	570
2024 Q3	$397K	Buy	3,453 +1,237	+56%	+$134K	0.01%	529
2024 Q2	$228K	Buy	+2,216	New	+$227K	0.01%	625
2023 Q1	–	Sell	-2,162	Closed	-$170K	–	1290
2022 Q4	$170K	Buy	+2,162	New	+$163K	0.01%	642
2022 Q3	–	Sell	-5,709	Closed	-$400K	–	668
2022 Q2	$400K	Buy	5,709 +100	+2%	+$7.27K	0.02%	509
2022 Q1	$439K	Buy	+5,609	New	+$416K	0.02%	539

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

U.S. Capital Wealth Advisors's PPA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 17% in Q1 2026, buying an estimated $134K and bringing the position to 5,181 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #555.

U.S. Capital Wealth Advisors first reported a position in PPA in Q1 2022 and has held it in 11 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

U.S. Capital Wealth Advisors held 5,181 shares of Invesco Aerospace & Defense ETF worth $859K as of Q1 2026.
U.S. Capital Wealth Advisors bought 765 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $134K.
Invesco Aerospace & Defense ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #555 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 11 quarters since.
569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.