FSAG
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Financial Solutions Advisory Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Financial Solutions Advisory 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 		$1.13M Hold
14,490
– – 0.14% 70
2026
Q1 		$1.01M Buy
+14,490
New +$1M 0.14% 66

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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Financial Solutions Advisory Group's PWV Position: Q2 2026 in Review

Financial Solutions Advisory Group held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 14,490 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #70.

Financial Solutions Advisory Group first reported a position in PWV in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Financial Solutions Advisory Group held 14,490 shares of Invesco Large Cap Value ETF worth $1.13M as of Q2 2026.
  • Financial Solutions Advisory Group left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Value ETF made up 0.14% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.