Avantax Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Avantax Advisory Services’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 Q2	$239K	Buy	+3,840	New	+$225K	﹤0.01%	2085
2020 Q4	–	Sell	-12,545	Closed	-$426K	–	1258
2020 Q3	$426K	Buy	+12,545	New	+$432K	0.01%	860

Other funds holding PWV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Advisory Services's PWV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2025: 3,840 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in PWV as recently as Q3 2020.

Avantax Advisory Services first reported a position in PWV in Q3 2020 and has held it in 2 quarters since. The position peaked at $426K in Q3 2020. 169 funds tracked by Wall St. Rank hold PWV as of Q2 2025.

Avantax Advisory Services held 3,840 shares of Invesco Large Cap Value ETF worth $239K as of Q2 2025.
Invesco Large Cap Value ETF was a new Avantax Advisory Services position in Q2 2025.
Invesco Large Cap Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2085 holding.
Avantax Advisory Services first reported a position in Invesco Large Cap Value ETF in Q3 2020 and has held it in 2 quarters since.
Avantax Advisory Services's Invesco Large Cap Value ETF position peaked at $426K in Q3 2020.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.