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WealthPlan Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

WealthPlan Investment Management’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
Q2 		$1.52M Buy
8,604
+2,491
+41% +$427K 0.08% 187
2026
Q1 		$1.01M Buy
+6,113
New +$1.07M 0.06% 216

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

WealthPlan Investment Management's PPA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 41% in Q2 2026, buying an estimated $427K and bringing the position to 8,604 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #187.

WealthPlan Investment Management first reported a position in PPA in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • WealthPlan Investment Management held 8,604 shares of Invesco Aerospace & Defense ETF worth $1.52M as of Q2 2026.
  • WealthPlan Investment Management bought 2,491 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $427K.
  • Invesco Aerospace & Defense ETF made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #187 holding.
  • WealthPlan Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.