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 Q2	$754K	Sell	4,270 -16	-0.4%	-$2.74K	0.12%	139
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WealthShield Partners's PPA Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco Aerospace & Defense ETF (PPA) stake by 0.37% in Q2 2026, selling an estimated $2.74K and leaving 4,270 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #139.

WealthShield Partners first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

WealthShield Partners held 4,270 shares of Invesco Aerospace & Defense ETF worth $754K as of Q2 2026.
WealthShield Partners sold 16 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $2.74K.
Invesco Aerospace & Defense ETF made up 0.12% of WealthShield Partners's portfolio in Q2 2026, its #139 holding.
WealthShield Partners first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.