Farther Finance Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Farther Finance 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 Q3	$3.41M	Sell	44,658 -4,966	-10%	-$397K	0.02%	558
2026 Q2	$3.76M	Sell	49,624 -319	-0.6%	-$23.4K	0.03%	495
2026 Q1	$3.48M	Buy	49,943 +6,373	+15%	+$440K	0.03%	454
2025 Q4	$2.9M	Buy	43,570 +39,441	+955%	+$2.59M	0.03%	458
2025 Q3	$269K	Hold	4,129	–	–	﹤0.01%	1443
2025 Q2	$257K	Buy	4,129 +323	+8%	+$18.9K	0.01%	1265
2025 Q1	$226K	Hold	3,806	–	–	0.01%	1179
2024 Q4	$216K	Buy	+3,806	New	+$225K	0.01%	956

Other funds holding PWV

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's PWV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 10% in Q3 2026, selling an estimated $397K and leaving 44,658 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #558.

Farther Finance Advisors first reported a position in PWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q2 2026. 21 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Farther Finance Advisors held 44,658 shares of Invesco Large Cap Value ETF worth $3.41M as of Q3 2026.
Farther Finance Advisors sold 4,966 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $397K.
Invesco Large Cap Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #558 holding.
Farther Finance Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Invesco Large Cap Value ETF position peaked at $3.76M in Q2 2026.
21 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.