Uniting Wealth Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Uniting Wealth Partners’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	$7.12M	Sell	40,283 -696	-2%	-$119K	1.44%	17
2026 Q1	$6.79M	Buy	40,979 +1,243	+3%	+$217K	1.45%	16
2025 Q4	$6.22M	Buy	39,736 +637	+2%	+$98.2K	1.91%	11
2025 Q3	$6.08M	Sell	39,099 -16,618	-30%	-$2.44M	1.43%	14
2025 Q2	$7.89M	Buy	55,717 +693	+1%	+$87.8K	3.05%	5
2025 Q1	$6.41M	Sell	55,024 -349	-0.6%	-$41K	3.21%	4
2024 Q4	$6.35M	Buy	+55,373	New	+$6.53M	3.07%	4

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

Uniting Wealth Partners's PPA Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.7% in Q2 2026, selling an estimated $119K and leaving 40,283 shares worth $7.12M. The position accounts for 1.44% of the portfolio, ranked #17.

Uniting Wealth Partners first reported a position in PPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.89M in Q2 2025. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Uniting Wealth Partners held 40,283 shares of Invesco Aerospace & Defense ETF worth $7.12M as of Q2 2026.
Uniting Wealth Partners sold 696 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $119K.
Invesco Aerospace & Defense ETF made up 1.44% of Uniting Wealth Partners's portfolio in Q2 2026, its #17 holding.
Uniting Wealth Partners first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Invesco Aerospace & Defense ETF position peaked at $7.89M in Q2 2025.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.