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Waverly Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Waverly 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 		$2.83M Buy
17,088
+14,495
+559% +$2.53M 0.02% 564
2025
Q4 		$406K Buy
2,593
+502
+24% +$77.4K ﹤0.01% 1092
2025
Q3 		$325K Buy
2,091
+562
+37% +$82.7K ﹤0.01% 1007
2025
Q2 		$217K Buy
+1,529
New +$194K ﹤0.01% 1088

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors's PPA Position: Q1 2026 in Review

Waverly Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 559% in Q1 2026, buying an estimated $2.53M and bringing the position to 17,088 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #564.

Waverly Advisors first reported a position in PPA in Q2 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Waverly Advisors held 17,088 shares of Invesco Aerospace & Defense ETF worth $2.83M as of Q1 2026.
  • Waverly Advisors bought 14,495 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $2.53M.
  • Invesco Aerospace & Defense ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #564 holding.
  • Waverly Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.