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Western Financial Corp’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Western Financial Corp’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 		$228K Buy
1,290
+8
+0.6% +$1.37K 0.07% 124
2026
Q1 		$212K Sell
1,282
-748
-37% -$131K 0.08% 117
2025
Q4 		$318K Buy
2,030
+8
+0.4% +$1.23K 0.13% 97
2025
Q3 		$314K Sell
2,022
-603
-23% -$88.7K 0.14% 102
2025
Q2 		$372K Sell
2,625
-797
-23% -$101K 0.2% 97
2025
Q1 		$399K Sell
3,422
-29
-0.8% -$3.41K 0.23% 92
2024
Q4 		$396K Sell
3,451
-73
-2% -$8.61K 0.22% 98
2024
Q3 		$405K Sell
3,524
-106
-3% -$11.5K 0.23% 92
2024
Q2 		$373K Buy
3,630
+56
+2% +$5.74K 0.23% 87
2024
Q1 		$363K Sell
3,574
-654
-15% -$62K 0.22% 89
2023
Q4 		$390K Sell
4,228
-136
-3% -$11.6K 0.26% 91
2023
Q3 		$348K Buy
4,364
+527
+14% +$44K 0.26% 93
2023
Q2 		$324K Sell
3,837
-103
-3% -$8.32K 0.22% 98
2023
Q1 		$317K Buy
+3,940
New +$314K 0.23% 100

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

Western Financial Corp's PPA Position: Q2 2026 in Review

Western Financial Corp increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.62% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,290 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #124.

Western Financial Corp first reported a position in PPA in Q1 2023 and has held it in 14 quarters since. The position peaked at $405K in Q3 2024. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Western Financial Corp held 1,290 shares of Invesco Aerospace & Defense ETF worth $228K as of Q2 2026.
  • Western Financial Corp bought 8 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.37K.
  • Invesco Aerospace & Defense ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #124 holding.
  • Western Financial Corp first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and has held it in 14 quarters since.
  • Western Financial Corp's Invesco Aerospace & Defense ETF position peaked at $405K in Q3 2024.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.