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CX Institutional’s Invesco Large Cap Value ETF PWV Stock Holding History

CX Institutional’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 		$112K Buy
1,481
+8
+0.5% +$588 ﹤0.01% 842
2026
Q1 		$103K Sell
1,473
-119
-7% -$8.21K ﹤0.01% 850
2025
Q4 		$106K Buy
1,592
+133
+9% +$8.73K ﹤0.01% 840
2025
Q3 		$95K Buy
+1,459
New +$92.4K ﹤0.01% 830

Other funds holding PWV

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWA
AGH Wealth Advisors Wichita, Kansas $158M AUM 34.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

CX Institutional's PWV Position: Q2 2026 in Review

CX Institutional increased its Invesco Large Cap Value ETF (PWV) stake by 0.54% in Q2 2026, buying an estimated $588 and bringing the position to 1,481 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

CX Institutional first reported a position in PWV in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • CX Institutional held 1,481 shares of Invesco Large Cap Value ETF worth $112K as of Q2 2026.
  • CX Institutional bought 8 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $588.
  • Invesco Large Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #842 holding.
  • CX Institutional first reported a position in Invesco Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.