Westside Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Westside Investment 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	$88.3K	Hold	500	–	–	0.01%	457
2026 Q1	$82.8K	Hold	500	–	–	0.01%	448
2025 Q4	$78.3K	Hold	500	–	–	0.01%	438
2025 Q3	$77.7K	Hold	500	–	–	0.01%	438
2025 Q2	$70.8K	Hold	500	–	–	0.01%	400
2025 Q1	$58.3K	Hold	500	–	–	0.01%	383
2024 Q4	$57.4K	Hold	500	–	–	0.01%	385
2024 Q3	$57.5K	Hold	500	–	–	0.01%	380
2024 Q2	$51.4K	Hold	500	–	–	0.01%	387
2024 Q1	$50.8K	Hold	500	–	–	0.01%	380
2023 Q4	$46.1K	Hold	500	–	–	0.01%	374
2023 Q3	$39.9K	Hold	500	–	–	0.01%	377
2023 Q2	$42.2K	Hold	500	–	–	0.01%	377
2023 Q1	$40.3K	Buy	+500	New	+$39.9K	0.01%	383

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

Westside Investment Management's PPA Position: Q2 2026 in Review

Westside Investment Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 500 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #457.

Westside Investment Management first reported a position in PPA in Q1 2023 and has held it in 14 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Westside Investment Management held 500 shares of Invesco Aerospace & Defense ETF worth $88.3K as of Q2 2026.
Westside Investment Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #457 holding.
Westside Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and has held it in 14 quarters since.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.