Western Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Western Wealth 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	$3.7M	Buy	20,934 +1,676	+9%	+$287K	0.12%	170
2026 Q1	$3.19M	Buy	19,258 +6,106	+46%	+$1.07M	0.12%	185
2025 Q4	$2.06M	Buy	13,152 +4,917	+60%	+$758K	0.09%	212
2025 Q3	$1.28M	Buy	8,235 +324	+4%	+$47.7K	0.07%	254
2025 Q2	$1.12M	Sell	7,911 -178	-2%	-$22.6K	0.07%	251
2025 Q1	$943K	Buy	8,089 +623	+8%	+$73.3K	0.06%	267
2024 Q4	$857K	Buy	7,466 +1,367	+22%	+$161K	0.05%	340
2024 Q3	$701K	Buy	6,099 +369	+6%	+$40.1K	0.04%	370
2024 Q2	$589K	Buy	5,730 +434	+8%	+$44.5K	0.04%	325
2024 Q1	$538K	Buy	+5,296	New	+$502K	0.04%	353

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

Western Wealth Management's PPA Position: Q2 2026 in Review

Western Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 8.7% in Q2 2026, buying an estimated $287K and bringing the position to 20,934 shares worth $3.7M. The position accounts for 0.12% of the portfolio, ranked #170.

Western Wealth Management first reported a position in PPA in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Western Wealth Management held 20,934 shares of Invesco Aerospace & Defense ETF worth $3.7M as of Q2 2026.
Western Wealth Management bought 1,676 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $287K.
Invesco Aerospace & Defense ETF made up 0.12% of Western Wealth Management's portfolio in Q2 2026, its #170 holding.
Western Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.