Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$2.18M Sell
28,734
-1,506
-5% -$111K ﹤0.01% 1621
2026
Q1 		$2.11M Buy
30,240
+1,357
+5% +$93.7K 0.01% 1550
2025
Q4 		$1.92M Sell
28,883
-277
-0.9% -$18.2K 0.01% 1551
2025
Q3 		$1.9M Sell
29,160
-48,441
-62% -$3.07M 0.01% 1548
2025
Q2 		$4.82M Buy
77,601
+19,423
+33% +$1.14M 0.01% 878
2025
Q1 		$3.46M Sell
58,178
-7,402
-11% -$439K 0.01% 1004
2024
Q4 		$3.73M Buy
65,580
+30,407
+86% +$1.8M 0.01% 963
2024
Q3 		$2.05M Sell
35,173
-13,835
-28% -$788K 0.01% 1329
2024
Q2 		$2.7M Buy
49,008
+21,076
+75% +$1.16M 0.01% 1090
2024
Q1 		$1.58M Buy
27,932
+873
+3% +$46K 0.01% 1411
2023
Q4 		$1.37M Sell
27,059
-2,736
-9% -$130K 0.01% 1445
2023
Q3 		$1.39M Sell
29,795
-387
-1% -$18.5K 0.01% 1362
2023
Q2 		$1.41M Sell
30,182
-786
-3% -$35.6K 0.01% 1381
2023
Q1 		$1.4M Sell
30,968
-5,978
-16% -$278K 0.01% 1351
2022
Q4 		$1.74M Buy
36,946
+1,249
+3% +$58K 0.01% 1164
2022
Q3 		$1.49M Sell
35,697
-121
-0.3% -$5.45K 0.01% 1220
2022
Q2 		$1.56M Buy
35,818
+2,713
+8% +$127K 0.01% 1181
2022
Q1 		$1.62M Sell
33,105
-2,741
-8% -$133K 0.01% 1270
2021
Q4 		$1.75M Sell
35,846
-2,965
-8% -$140K 0.01% 1225
2021
Q3 		$1.73M Sell
38,811
-450
-1% -$20.2K 0.01% 1186
2021
Q2 		$1.74M Buy
39,261
+2,205
+6% +$98.4K 0.01% 1195
2021
Q1 		$1.58M Sell
37,056
-1,727
-4% -$70.2K 0.01% 1136
2020
Q4 		$1.5M Buy
38,783
+587
+2% +$21.3K 0.01% 1081
2020
Q3 		$1.3M Sell
38,196
-1,048
-3% -$36.1K 0.01% 1033
2020
Q2 		$1.32M Sell
39,244
-6,680
-15% -$220K 0.01% 969
2020
Q1 		$1.38M Sell
45,924
-16,293
-26% -$613K 0.01% 818
2019
Q4 		$2.57M Sell
62,217
-7,551
-11% -$301K 0.02% 681
2019
Q3 		$2.67M Sell
69,768
-2,401
-3% -$89.8K 0.02% 641
2019
Q2 		$2.66M Sell
72,169
-5,064
-7% -$183K 0.02% 607
2019
Q1 		$2.74M Buy
77,233
+7,342
+11% +$259K 0.03% 594
2018
Q4 		$2.28M Buy
69,891
+8,393
+14% +$296K 0.03% 587
2018
Q3 		$2.3M Buy
61,498
+16,930
+38% +$630K 0.02% 634
2018
Q2 		$1.59M Buy
44,568
+1,232
+3% +$44.8K 0.02% 740
2018
Q1 		$1.58M Buy
43,336
+15,934
+58% +$610K 0.02% 716
2017
Q4 		$1.06M Sell
27,402
-5,234
-16% -$201K 0.01% 868
2017
Q3 		$1.22M Buy
32,636
+3,086
+10% +$113K 0.02% 748
2017
Q2 		$1.07M Buy
29,550
+1,317
+5% +$46.7K 0.02% 778
2017
Q1 		$997K Sell
28,233
-2,430
-8% -$84.8K 0.02% 727
2016
Q4 		$1.03M Buy
30,663
+6,710
+28% +$218K 0.02% 657
2016
Q3 		$754K Sell
23,953
-1,365
-5% -$43K 0.01% 819
2016
Q2 		$780K Sell
25,318
-1,303
-5% -$39.4K 0.02% 732
2016
Q1 		$800K Sell
26,621
-195
-0.7% -$5.53K 0.02% 666
2015
Q4 		$780K Sell
26,816
-5,257
-16% -$155K 0.02% 644
2015
Q3 		$898K Sell
32,073
-671,382
-95% -$20M 0.03% 517
2015
Q2 		$21.4M Buy
703,455
+76,347
+12% +$2.4M 0.59% 33
2015
Q1 		$19.3M Buy
627,108
+59,631
+11% +$1.85M 0.55% 34
2014
Q4 		$17.7M Buy
567,477
+74,698
+15% +$2.29M 0.55% 35
2014
Q3 		$15M Buy
492,779
+480,586
+3,941% +$14.8M 0.44% 46
2014
Q2 		$370K Buy
12,193
+584
+5% +$17.3K 0.01% 900
2014
Q1 		$338K Buy
11,609
+908
+8% +$25.5K 0.01% 905
2013
Q4 		$304K Buy
10,701
+556
+5% +$15.2K 0.01% 877
2013
Q3 		$263K Buy
10,145
+7
+0.1% +$183 0.01% 910
2013
Q2 		$257K Buy
+10,138
New +$257K 0.01% 821

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
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

Cambridge Investment Research Advisors's PWV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 5% in Q2 2026, selling an estimated $111K and leaving 28,734 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Cambridge Investment Research Advisors first reported a position in PWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.4M in Q2 2015. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Cambridge Investment Research Advisors held 28,734 shares of Invesco Large Cap Value ETF worth $2.18M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,506 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $111K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1621 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Invesco Large Cap Value ETF position peaked at $21.4M in Q2 2015.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.