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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $110B AUM 26.29% 1-Year Est. Return

WBI Investments's PPA Position: Q1 2026 in Review

WBI Investments sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2026, closing a stake of 3,288 shares — an estimated $515K sold.

WBI Investments first reported a position in PPA in Q1 2023 and held it in 8 quarters. The position peaked at $515K in Q4 2025. 573 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • WBI Investments reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 3,288 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $515K.
  • WBI Investments first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and held it in 8 quarters.
  • WBI Investments's Invesco Aerospace & Defense ETF position peaked at $515K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.