Cypress Capital Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Cypress Capital Group’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	$231K	Hold	3,047	–	–	0.02%	288
2026 Q1	$212K	Hold	3,047	–	–	0.02%	238
2025 Q4	$203K	Buy	+3,047	New	+$200K	0.02%	228
2022 Q2	–	Sell	-4,140	Closed	-$202K	–	299
2022 Q1	$202K	Hold	4,140	–	–	0.02%	298
2021 Q4	$202K	Buy	+4,140	New	+$196K	0.03%	313
2020 Q1	–	Sell	-5,046	Closed	-$209K	–	233
2019 Q4	$209K	Buy	+5,046	New	+$201K	0.04%	231

Other funds holding PWV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

SPWM Advisors Traverse City, Michigan $108M AUM

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Cypress Capital Group's PWV Position: Q2 2026 in Review

Cypress Capital Group held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 3,047 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #288.

Cypress Capital Group first reported a position in PWV in Q4 2019 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Cypress Capital Group held 3,047 shares of Invesco Large Cap Value ETF worth $231K as of Q2 2026.
Cypress Capital Group left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #288 holding.
Cypress Capital Group first reported a position in Invesco Large Cap Value ETF in Q4 2019 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.