WANY
PPA icon

Wealthspire Advisors (New York)’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-877
Closed -$136K – 2389
2025
Q3 		$136K Buy
+877
New +$129K ﹤0.01% 913

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s PPA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2025, closing a stake of 877 shares — an estimated $136K sold.

Wealthspire Advisors (New York) first reported a position in PPA in Q3 2025 and held it in 1 quarter. The position peaked at $136K in Q3 2025. 515 funds tracked by Wall St. Rank hold PPA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 877 Invesco Aerospace & Defense ETF shares in Q4 2025, an estimated $136K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Aerospace & Defense ETF position peaked at $136K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.