Advisor Resource Council’s Invesco Large Cap Value ETF PWV Stock Holding History

Advisor Resource Council’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,192	Closed	-$260K	–	147
2025 Q2	$260K	Buy	+4,192	New	+$245K	0.1%	147
2024 Q4	–	Sell	-4,192	Closed	-$244K	–	224
2024 Q3	$244K	Buy	+4,192	New	+$239K	0.11%	195
2024 Q2	–	Sell	-4,192	Closed	-$213K	–	180
2024 Q1	$213K	Buy	+4,192	New	+$221K	0.09%	210
2022 Q3	–	Sell	-4,693	Closed	-$205K	–	408
2022 Q2	$205K	Buy	4,693 +501	+12%	+$23.5K	0.02%	479
2022 Q1	$205K	Sell	4,192 -3	-0.1%	-$146	0.06%	198
2021 Q4	$204K	Buy	+4,195	New	+$198K	0.02%	550

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Resource Council's PWV Position: Q3 2025 in Review

Advisor Resource Council sold out of Invesco Large Cap Value ETF (PWV) in Q3 2025, closing a stake of 4,192 shares — an estimated $260K sold.

Advisor Resource Council first reported a position in PWV in Q4 2021 and held it in 6 quarters. The position peaked at $260K in Q2 2025. 169 funds tracked by Wall St. Rank hold PWV as of Q3 2025.

Advisor Resource Council reported no remaining Invesco Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 4,192 Invesco Large Cap Value ETF shares in Q3 2025, an estimated $260K.
Advisor Resource Council first reported a position in Invesco Large Cap Value ETF in Q4 2021 and held it in 6 quarters.
Advisor Resource Council's Invesco Large Cap Value ETF position peaked at $260K in Q2 2025.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.