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Disclosery

PPA INVESCO EXCHANGE TRADED FD T

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AEROSPACE DEFN (fund)

386 managers (392 13F filers) reported a position in PPA shares at 2024-12-31, 20,665,721 shares in all. 41 filers opened a position and 26 filers sold out during the quarter.

Managers
386
13F filers
392
New
41
Added
170
Reduced
91
Sold out
26
Shares held by filers
20,665,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ARQ WEALTH ADVISORS, LLC4,275$490K0.19%+27213F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,198$482K0.01%+74513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,196$480K0.04%-274,47813F-HRTimeline
Norris Financial Group, LLC4,161$477K0.22%-713F-HRTimeline
Elm3 Financial Group, LLC4,153$476K0.41%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,094$469K+2,085Timeline
IFP Advisors, Inc4,067$467K0.02%+1,29613F-HRTimeline
Valmark Advisers, Inc.3,945$453K0.01%+68913F-HRTimeline
Cubist Systematic Strategies, LLC3,845$441K0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,813$437K<0.01%-24513F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.3,807$437K0.03%+98313F-HRTimeline
Gateway Wealth Partners, LLC3,753$431K0.11%+52813F-HRTimeline
XML Financial, LLC3,664$420K0.04%+45913F-HRTimeline
GPS Wealth Strategies Group, LLC3,649$419K0.05%-87513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.3,618$415K0.35%13F-HRTimeline
Geller Advisors LLC3,559$408K0.03%+913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,557$408K0.02%+18113F-HRTimeline
AE Wealth Management LLC3,535$406K<0.01%-26513F-HRTimeline
Western Financial Corp/CA3,451$396K0.22%-7313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,376$387K0.03%+21113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,376$387K<0.01%new13F-HRTimeline
Marcum Wealth, LLC3,335$383K0.03%013F-HRTimeline
Mutual Advisors, LLC3,177$377K0.01%+15213F-HRTimeline
MinichMacGregor Wealth Management, LLC3,259$374K0.08%+1213F-HRTimeline
IFC Advisors LLC3,254$373K0.08%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,188$366K0.01%+2,29313F-HRTimelineGroup
SMITH, MOORE & CO.3,036$348K0.03%+713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,026$347K0.16%013F-HRTimeline
Valley Brook Capital Group, Inc.2,976$341K0.26%+19513F-HRTimeline
Pachira Investments Inc.2,926$336K0.21%+83213F-HRTimeline
Atria Investments, Inc2,900$333K<0.01%-2813F-HRTimeline
LongView Wealth Management2,870$329K0.1%new13F-HRTimeline
Kovack Advisors, Inc.2,859$328K0.03%+22313F-HRTimeline
Relyea Zuckerberg Hanson LLC2,836$325K0.04%-1,48013F-HRTimeline
Wealthspire Retirement, LLC2,834$325K0.03%+713F-HRTimeline
LVZ, Inc.2,667$306K0.04%013F-HRTimeline
Lion Street Advisors, LLC2,655$305K0.1%+36013F-HRTimeline
PFG Advisors2,632$302K0.02%+14413F-HRTimeline
Geneos Wealth Management Inc.2,608$299K0.01%+22813F-HRTimeline
SteelPeak Wealth, LLC2,605$299K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,583$296K0.02%-19013F-HRTimeline
EWG Elevate Inc.2,577$296K0.09%new13F-HRTimeline
True North Advisors, LLC2,549$292K0.07%013F-HRTimeline
Visionary Wealth Advisors2,543$292K0.02%013F-HRTimeline
IAM Advisory, LLC2,508$288K0.07%-42013F-HRTimeline
Coppell Advisory Solutions LLC2,503$288K0.04%+39913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,490$286K0.04%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,472$284K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,448$281K<0.01%-1,48113F-HRTimeline
BIP Wealth, LLC2,391$274K0.02%new13F-HRTimeline
Curran Financial Partners, LLC2,351$270K0.07%new13F-HRTimeline
Aurora Private Wealth, Inc.2,347$269K0.2%-23813F-HRTimeline
United Asset Strategies, Inc.2,271$261K0.02%-1,74613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,241$257K0.04%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,238$257K0.06%new13F-HRTimeline
V2 Financial group LLC2,200$252K0.15%013F-HRTimeline
Fortis Capital Advisors, LLC2,190$249K0.08%-3113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,145$246K0.14%013F-HRTimeline
Hobbs Group Advisors, LLC2,118$243K0.09%+113F-HRTimeline
Compass Ion Advisors, LLC2,098$241K0.03%-20813F-HRTimeline
HBW ADVISORY SERVICES LLC2,067$237K0.02%new13F-HRTimeline
Lynx Investment Advisory2,057$236K0.16%+513F-HRTimeline
Legacy Capital Group California, Inc.2,042$234K0.07%-56013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,040$234K0.04%013F-HRTimelineGroup
Sharp Wealth Advisory, LLC2,028$233K0.18%+21713F-HRTimeline
Private Portfolio Partners LLC2,020$232K0.04%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,015$231K0.01%013F-HRTimeline
Hirtle & Co., LLC2,001$230K0.01%new13F-HRTimeline
Legacy Advisors, LLC2,000$229K0.02%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,000$229K0.04%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,986$228K<0.01%-40113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,975$227K0.02%013F-HRTimeline
Tyler-Stone Wealth Management1,974$226K0.04%-613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,958$225K0.04%013F-HRTimeline
ORG Partners LLC1,892$217K0.03%+1,34213F-HRTimeline
Davies Financial Advisors, Inc.1,888$217K0.18%-82013F-HRTimeline
McCollum Christoferson Group LLC1,850$212K0.06%new13F-HRTimeline
Manhattan West Asset Management, LLC1,849$212K0.06%-5913F-HRTimeline
Householder Group Estate & Retirement S…1,842$211K0.16%-1,84313F-HRTimeline
Savvy Advisors, Inc.1,836$211K0.03%new13F-HRTimeline
Summit Financial, LLC1,836$211K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC1,823$209K<0.01%+1613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,823$209K<0.01%+30013F-HRTimelineGroup
CHAPIN DAVIS, INC.1,810$208K0.07%013F-HRTimeline
Millennium Capital Advisors, LLC1,800$207K0.14%013F-HRTimeline
Round Rock Advisors LLC1,792$206K0.04%013F-HRTimeline
O'Dell Group, LLC1,744$200K0.05%+413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,632$187K0.1%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,504$173K0.01%+1,14713F-HRTimelineGroup
Farther Finance Advisors, LLC1,383$159K0.01%+8213F-HRTimeline
Operose Advisors LLC1,290$148K0.05%013F-HRTimeline
EP Wealth Advisors, LLC1,203$138K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,145$131K<0.01%-513F-HRTimeline
WFA Asset Management Corp1,133$130K0.07%+88213F-HRTimeline
SYM FINANCIAL Corp1,120$128K0.02%-3013F-HRTimeline
PRIVATE TRUST CO NA1,084$124K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,075$123K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,000$115K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC923$106K<0.01%+1513F-HRTimeline
Strategic Investment Solutions, Inc. /IL859$98.6K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC850$97.5K0.04%+113F-HRTimeline
Plante Moran Financial Advisors, LLC846$97.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…841$96.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC832$95.5K<0.01%+3613F-HRTimeline
CoreCap Advisors, LLC782$89.7K<0.01%-24313F-HRTimeline
Balefire, LLC711$81.3K0.03%new13F-HRTimeline
Allworth Financial LP659$80.8K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.688$79.1K0.01%-10413F-HRTimeline
WHITTIER TRUST CO680$78K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\675$77.4K<0.01%-31713F-HRTimelineGroup
Parallel Advisors, LLC675$77.4K<0.01%+19013F-HRTimeline
SIGNATUREFD, LLC664$76.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.645$74K0.03%+7613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.639$73.5K<0.01%+8713F-HRTimelineGroup
NFSG Corp637$73.1K0.02%+14613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC624$71.6K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC608$69.8K<0.01%+14013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…600$68.8K0.02%013F-HRTimeline
Clearstead Advisors, LLC588$67.5K<0.01%+17213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…584$67.3K0.01%+17213F-HRTimeline
North Star Investment Management Corp.565$64.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC558$64K0.01%+9313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…536$61.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.500$57.4K0.01%013F-HRTimeline
Parkside Financial Bank & Trust474$54.4K0.01%013F-HRTimeline
Orion Capital Management LLC429$49.2K0.02%new13F-HRTimeline
GAMMA Investing LLC425$48.8K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT400$46K<0.01%-1,10013F-HR/ATimeline
EASTERN BANK400$45.9K<0.01%013F-HRTimeline
Abound Wealth Management397$45.5K0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC395$45K0.02%13F-HRTimeline
Glass Jacobson Investment Advisors llc358$41K0.01%+5413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creekmur Asset Management LLC352$40.4K0.01%+113F-HRTimeline
Sandy Spring Bank351$40.2K<0.01%-14913F-HRTimeline
Federation des caisses Desjardins du Qu…350$40.2K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC329$37.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC321$36.8K0.01%+113F-HRTimeline
BIRCHBROOK, INC.320$36.7K0.02%new13F-HRTimeline
Financial Freedom, LLC294$33.8K0.02%+113F-HRTimeline
ADIRONDACK TRUST CO235$27K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.217$24.9K0.02%13F-HRTimeline
Activest Wealth Management216$24.8K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC214$24.6K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.204$23.4K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC194$22.3K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.188$21.6K<0.01%-4513F-HRTimeline
McClarren Financial Advisors, Inc.175$20K0.06%013F-HRTimeline
Eukles Asset Management136$15.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.135$15.5K0.02%13F-HRTimeline
REAP Financial Group, LLC127$14.6K<0.01%013F-HRTimeline
PSI Advisors, LLC125$14.3K<0.01%+1613F-HRTimeline
CITY HOLDING CO108$12.4K<0.01%013F-HRTimeline
Larson Financial Group LLC108$12.4K<0.01%+113F-HRTimeline
Financially Speaking Inc106$12.2K0.01%13F-HRTimeline
New England Capital Financial Advisors …102$11.7K0.01%+113F-HRTimeline
Element Wealth, LLC101$11.6K0.01%013F-HRTimeline
JDM Financial Group LLC101$11.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC101$11.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC100$11.5K<0.01%-31613F-HRTimeline
TRUST CO OF VERMONT100$11.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.100$11.5K<0.01%013F-HRTimeline
FSA Wealth Management LLC100$11.5K<0.01%013F-HRTimeline
Blue Trust, Inc.100$11.5K<0.01%new13F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…86$9.88K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC75$8.61K0.01%+1513F-HRTimeline
HOWE & RUSLING INC74$8.49K<0.01%-16313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC71$8.15K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co61$7K<0.01%013F-HRTimeline
NorthRock Partners, LLC58$6.66K<0.01%+5613F-HR/ATimeline
Park Square Financial Group, LLC54$6.2K<0.01%13F-HRTimeline
Glassman Wealth Services51$5.83K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd50$5.74K<0.01%013F-HRTimelineGroup
LRI Investments, LLC50$5.74K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton49$5.62K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44$5.05K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC32$3.67K<0.01%+213F-HRTimeline
CENTRAL TRUST Co22$2.52K<0.01%new13F-HRTimeline
Crewe Advisors LLC20$2.29K<0.01%-3013F-HRTimeline
Transce3nd, LLC17$1.95K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC17$1.9K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.13$1.49K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC9$1.03K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8$918<0.01%+313F-HRTimelineGroup
LANARK FINANCIAL, INC.6$7620.07%-5,34413F-HRTimeline
AdvisorNet Financial, Inc5$574<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$6<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.