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Florida Financial Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Florida Financial 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
Q1 		$257K Sell
3,684
-92
-2% -$6.35K 0.06% 274
2025
Q4 		$251K Buy
3,776
+379
+11% +$24.9K 0.07% 243
2025
Q3 		$222K Buy
3,397
+79
+2% +$5K 0.07% 242
2025
Q2 		$206K Buy
+3,318
New +$194K 0.07% 250

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Florida Financial Advisors's PWV Position: Q1 2026 in Review

Florida Financial Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 2.4% in Q1 2026, selling an estimated $6.35K and leaving 3,684 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #274.

Florida Financial Advisors first reported a position in PWV in Q2 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • Florida Financial Advisors held 3,684 shares of Invesco Large Cap Value ETF worth $257K as of Q1 2026.
  • Florida Financial Advisors sold 92 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $6.35K.
  • Invesco Large Cap Value ETF made up 0.06% of Florida Financial Advisors's portfolio in Q1 2026, its #274 holding.
  • Florida Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.