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 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

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

Farther Finance Advisors's PWV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 0.64% in Q2 2026, selling an estimated $23.4K and leaving 49,624 shares worth $3.76M. The position accounts for 0.03% of the portfolio, ranked #495.

Farther Finance Advisors first reported a position in PWV in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Farther Finance Advisors held 49,624 shares of Invesco Large Cap Value ETF worth $3.76M as of Q2 2026.
Farther Finance Advisors sold 319 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $23.4K.
Invesco Large Cap Value ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #495 holding.
Farther Finance Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.