Cetera Investment Advisers’s Invesco Large Cap Value ETF PWV Stock Holding History

Cetera Investment Advisers’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	$6.56M	Buy	86,590 +1,076	+1%	+$79.1K	0.01%	1422
2026 Q1	$5.96M	Sell	85,514 -1,416	-2%	-$97.7K	0.01%	1391
2025 Q4	$5.78M	Buy	86,930 +6,307	+8%	+$414K	0.01%	1369
2025 Q3	$5.26M	Buy	80,623 +5,312	+7%	+$336K	0.01%	1373
2025 Q2	$4.68M	Buy	75,311 +38,367	+104%	+$2.24M	0.01%	1233
2025 Q1	$2.2M	Buy	36,944 +175	+0.5%	+$10.4K	﹤0.01%	1680
2024 Q4	$2.09M	Buy	36,769 +220	+0.6%	+$13K	﹤0.01%	1618
2024 Q3	$2.13M	Sell	36,549 -878	-2%	-$50K	﹤0.01%	1586
2024 Q2	$2.06M	Sell	37,427 -1,785	-5%	-$98.6K	﹤0.01%	1548
2024 Q1	$2.22M	Buy	39,212 +30,641	+357%	+$1.62M	0.01%	1465
2023 Q4	$435K	Sell	8,571 -2,340	-21%	-$111K	﹤0.01%	1559
2023 Q3	$511K	Buy	10,911 +389	+4%	+$18.6K	﹤0.01%	1404
2023 Q2	$491K	Sell	10,522 -1,824	-15%	-$82.7K	﹤0.01%	1460
2023 Q1	$559K	Hold	12,346	–	–	﹤0.01%	1364
2022 Q4	$581K	Buy	12,346 +226	+2%	+$10.5K	0.01%	1294
2022 Q3	$505K	Sell	12,120 -400	-3%	-$18K	0.01%	981
2022 Q2	$546K	Sell	12,520 -388	-3%	-$18.2K	0.01%	1046
2022 Q1	$631K	Hold	12,908	–	–	0.01%	1017
2021 Q4	$629K	Sell	12,908 -109	-0.8%	-$5.15K	0.01%	1049
2021 Q3	$579K	Buy	13,017 +555	+4%	+$24.9K	0.01%	1055
2021 Q2	$553K	Sell	12,462 -6	-0%	-$268	0.01%	1070
2021 Q1	$532K	Buy	12,468 +3,719	+43%	+$151K	0.01%	946
2020 Q4	$337K	Buy	+8,749	New	+$318K	0.01%	1178
2020 Q1	–	Sell	-5,519	Closed	-$227K	–	603
2019 Q4	$227K	Buy	5,519 +57	+1%	+$2.27K	0.02%	519
2019 Q3	$209K	Sell	5,462 -394	-7%	-$14.7K	0.03%	498
2019 Q2	$217K	Hold	5,856	–	–	0.03%	468
2019 Q1	$208K	Sell	5,856 -945	-14%	-$33.3K	0.03%	453
2018 Q4	$223K	Sell	6,801 -664	-9%	-$23.4K	0.04%	404
2018 Q3	$279K	Sell	7,465 -175	-2%	-$6.52K	0.04%	383
2018 Q2	$272K	Sell	7,640 -221	-3%	-$8.04K	0.05%	345
2018 Q1	$288K	Buy	7,861 +966	+14%	+$37K	0.05%	311
2017 Q4	$269K	Buy	6,895 +783	+13%	+$30.1K	0.05%	337
2017 Q3	$227K	Buy	+6,112	New	+$223K	0.05%	349

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

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

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 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 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

Cetera Investment Advisers's PWV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Large Cap Value ETF (PWV) stake by 1.3% in Q2 2026, buying an estimated $79.1K and bringing the position to 86,590 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1422.

Cetera Investment Advisers first reported a position in PWV in Q3 2017 and has held it in 33 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Cetera Investment Advisers held 86,590 shares of Invesco Large Cap Value ETF worth $6.56M as of Q2 2026.
Cetera Investment Advisers bought 1,076 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $79.1K.
Invesco Large Cap Value ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1422 holding.
Cetera Investment Advisers first reported a position in Invesco Large Cap Value ETF in Q3 2017 and has held it in 33 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.