BSC
PPA icon

BOLTON SECURITIES CORPORATION’s Invesco Aerospace & Defense ETF PPA Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$2.17M Buy
+13,978
New +$2.06M 0.1% 227
2025
Q1 		$1.63M Buy
+14,027
New +$1.65M 0.1% 231

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 $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PPA Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q3 2025: 13,978 shares worth $2.17M. The stake represents 0.1% of the portfolio and ranks #227 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PPA as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in PPA in Q1 2025 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 13,978 shares of Invesco Aerospace & Defense ETF worth $2.17M as of Q3 2025.
  • Invesco Aerospace & Defense ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Invesco Aerospace & Defense ETF made up 0.1% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #227 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.