Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.91M Sell
11,233
-6,646
-37% -$1.16M ﹤0.01% 1414
2025
Q4 		$3.01M Buy
17,879
+435
+2% +$67.1K ﹤0.01% 1291
2025
Q3 		$2.76M Buy
17,444
+544
+3% +$80K ﹤0.01% 1266
2025
Q2 		$2.4M Buy
16,900
+4,106
+32% +$520K ﹤0.01% 1264
2025
Q1 		$1.49M Buy
12,794
+1,227
+11% +$144K ﹤0.01% 1394
2024
Q4 		$1.33M Buy
11,567
+5,771
+100% +$681K ﹤0.01% 1392
2024
Q3 		$666K Buy
5,796
+1,782
+44% +$194K ﹤0.01% 1632
2024
Q2 		$412K Sell
4,014
-32
-0.8% -$3.28K ﹤0.01% 1759
2024
Q1 		$411K Buy
4,046
+62
+2% +$5.88K ﹤0.01% 1707
2023
Q4 		$367K Buy
3,984
+862
+28% +$73.7K ﹤0.01% 1693
2023
Q3 		$249K Buy
+3,122
New +$261K ﹤0.01% 1856

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