Farmers & Merchants Investments Inc’s Invesco Large Cap Value ETF PWV Stock Holding History

Farmers & Merchants Investments Inc’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	$24.2K	Hold	320	–	–	﹤0.01%	572
2026 Q1	$22.3K	Hold	320	–	–	﹤0.01%	562
2025 Q4	$21.3K	Hold	320	–	–	﹤0.01%	551
2025 Q3	$20.9K	Hold	320	–	–	﹤0.01%	551
2025 Q2	$19.9K	Hold	320	–	–	﹤0.01%	549
2025 Q1	$19K	Hold	320	–	–	﹤0.01%	559
2024 Q4	$18.2K	Hold	320	–	–	﹤0.01%	587
2024 Q3	$18.7K	Hold	320	–	–	﹤0.01%	585
2024 Q2	$17.6K	Hold	320	–	–	﹤0.01%	586
2024 Q1	$18.1K	Hold	320	–	–	﹤0.01%	543
2023 Q4	$16.2K	Hold	320	–	–	﹤0.01%	546
2023 Q3	$15K	Hold	320	–	–	﹤0.01%	548
2023 Q2	$14.9K	Hold	320	–	–	﹤0.01%	560
2023 Q1	$14.5K	Hold	320	–	–	﹤0.01%	568
2022 Q4	$15.1K	Hold	320	–	–	﹤0.01%	584
2022 Q3	$13K	Hold	320	–	–	﹤0.01%	596
2022 Q2	$14K	Hold	320	–	–	﹤0.01%	624
2022 Q1	$16K	Hold	320	–	–	﹤0.01%	625
2021 Q4	$16K	Hold	320	–	–	﹤0.01%	641
2021 Q3	$14K	Hold	320	–	–	﹤0.01%	624
2021 Q2	$14K	Hold	320	–	–	﹤0.01%	561
2021 Q1	$14K	Hold	320	–	–	﹤0.01%	533
2020 Q4	$12K	Hold	320	–	–	﹤0.01%	555
2020 Q3	$11K	Hold	320	–	–	﹤0.01%	541
2020 Q2	$11K	Hold	320	–	–	﹤0.01%	534
2020 Q1	$10K	Hold	320	–	–	﹤0.01%	500
2019 Q4	$13K	Hold	320	–	–	﹤0.01%	511
2019 Q3	$12K	Hold	320	–	–	﹤0.01%	508
2019 Q2	$12K	Hold	320	–	–	﹤0.01%	511
2019 Q1	$11K	Hold	320	–	–	﹤0.01%	514
2018 Q4	$10K	Hold	320	–	–	﹤0.01%	486
2018 Q3	$12K	Buy	+320	New	+$11.9K	﹤0.01%	501
2018 Q2	–	Sell	-320	Closed	-$12K	–	864
2018 Q1	$12K	Hold	320	–	–	﹤0.01%	497
2017 Q4	$12K	Hold	320	–	–	﹤0.01%	503
2017 Q3	$12K	Hold	320	–	–	﹤0.01%	486
2017 Q2	$12K	Hold	320	–	–	﹤0.01%	503
2017 Q1	$11K	Hold	320	–	–	﹤0.01%	474
2016 Q4	$11K	Sell	320 -345	-52%	-$11.2K	﹤0.01%	501
2016 Q3	$21K	Hold	665	–	–	﹤0.01%	379
2016 Q2	$20K	Hold	665	–	–	﹤0.01%	365
2016 Q1	$20K	Hold	665	–	–	﹤0.01%	362
2015 Q4	$19K	Hold	665	–	–	﹤0.01%	383
2015 Q3	$19K	Hold	665	–	–	﹤0.01%	382
2015 Q2	$20K	Hold	665	–	–	﹤0.01%	388
2015 Q1	$20K	Hold	665	–	–	﹤0.01%	401
2014 Q4	$21K	Hold	665	–	–	﹤0.01%	386
2014 Q3	$20K	Sell	665 -65	-9%	-$2K	﹤0.01%	391
2014 Q2	$22K	Sell	730 -329	-31%	-$9.75K	﹤0.01%	383
2014 Q1	$31K	Hold	1,059	–	–	﹤0.01%	337
2013 Q4	$30K	Hold	1,059	–	–	﹤0.01%	347
2013 Q3	$27K	Buy	+1,059	New	+$27.8K	﹤0.01%	355

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farmers & Merchants Investments Inc's PWV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 320 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Farmers & Merchants Investments Inc first reported a position in PWV in Q3 2013 and has held it in 51 quarters since. The position peaked at $31K in Q1 2014. 122 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Farmers & Merchants Investments Inc held 320 shares of Invesco Large Cap Value ETF worth $24.2K as of Q2 2026.
Farmers & Merchants Investments Inc left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #572 holding.
Farmers & Merchants Investments Inc first reported a position in Invesco Large Cap Value ETF in Q3 2013 and has held it in 51 quarters since.
Farmers & Merchants Investments Inc's Invesco Large Cap Value ETF position peaked at $31K in Q1 2014.
122 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.