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WealthShield Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

WealthShield Partners’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 		$710K Hold
4,286
– – 0.08% 216
2025
Q4 		$671K Hold
4,286
– – 0.07% 219
2025
Q3 		$666K Sell
4,286
-166
-4% -$24.4K 0.08% 213
2025
Q2 		$631K Buy
4,452
+1
+0% +$127 0.08% 211
2025
Q1 		$519K Sell
4,451
-521
-10% -$61.3K 0.07% 217
2024
Q4 		$570K Buy
4,972
+4,112
+478% +$485K 0.08% 201
2024
Q3 		$98.9K Hold
860
– – 0.01% 349
2024
Q2 		$88.3K Hold
860
– – 0.01% 333
2024
Q1 		$87.3K Hold
860
– – 0.01% 326
2023
Q4 		$79.3K Buy
+860
New +$73.6K 0.01% 336

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