WI
PPA icon

WBI Investments’s Invesco Aerospace & Defense ETF PPA Stock Holding History

WBI Investments’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 		– Sell
-3,288
Closed -$515K – 381
2025
Q4 		$515K Buy
3,288
+1,127
+52% +$174K 0.13% 198
2025
Q3 		$336K Buy
2,161
+86
+4% +$12.7K 0.09% 241
2025
Q2 		$294K Buy
2,075
+21
+1% +$2.66K 0.08% 215
2025
Q1 		$239K Buy
+2,054
New +$242K 0.06% 205
2024
Q1 		– Sell
-3,640
Closed -$335K – 232
2023
Q4 		$335K Buy
3,640
+878
+32% +$75.1K 0.07% 172
2023
Q3 		$220K Sell
2,762
-439
-14% -$36.7K 0.04% 174
2023
Q2 		$270K Sell
3,201
-196
-6% -$15.8K 0.05% 177
2023
Q1 		$274K Buy
+3,397
New +$271K 0.05% 168

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return