Vontobel Holding
PPA icon

Vontobel Holding’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Vontobel Holding’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
Q3 		$390K Buy
2,522
+230
+10% +$39.3K ﹤0.01% 1158
2026
Q2 		$405K Sell
2,292
-43
-2% -$7.36K ﹤0.01% 1125
2026
Q1 		$387K Buy
2,335
+201
+9% +$35.1K ﹤0.01% 926
2025
Q4 		$334K Buy
2,134
+63
+3% +$9.7K ﹤0.01% 1141
2025
Q3 		$322K Hold
2,071
– – ﹤0.01% 1079
2025
Q2 		$293K Buy
2,071
+30
+1% +$3.8K ﹤0.01% 1059
2025
Q1 		$238K Buy
2,041
+55
+3% +$6.47K ﹤0.01% 959
2024
Q4 		$228K Sell
1,986
-401
-17% -$47.3K ﹤0.01% 975
2024
Q3 		$274K Buy
2,387
+82
+4% +$8.91K ﹤0.01% 937
2024
Q2 		$237K Sell
2,305
-44
-2% -$4.51K ﹤0.01% 955
2024
Q1 		$239K Buy
+2,349
New +$223K ﹤0.01% 968

Other funds holding PPA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vontobel Holding's PPA Position: Q3 2026 in Review

Vontobel Holding increased its Invesco Aerospace & Defense ETF (PPA) stake by 10% in Q3 2026, buying an estimated $39.3K and bringing the position to 2,522 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Vontobel Holding first reported a position in PPA in Q1 2024 and has held it in 11 quarters since. The position peaked at $405K in Q2 2026. 503 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Vontobel Holding held 2,522 shares of Invesco Aerospace & Defense ETF worth $390K as of Q3 2026.
  • Vontobel Holding bought 230 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $39.3K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1158 holding.
  • Vontobel Holding first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 11 quarters since.
  • Vontobel Holding's Invesco Aerospace & Defense ETF position peaked at $405K in Q2 2026.
  • 503 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.