Focus Partners Wealth
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Focus Partners Wealth’s Invesco Large Cap Value ETF PWV Stock Holding History

Focus Partners Wealth’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500K Hold
8,047
– – ﹤0.01% 1433
2025
Q1 		$479K Hold
8,047
– – ﹤0.01% 1351
2024
Q4 		$458K Buy
8,047
+2,902
+56% +$165K ﹤0.01% 1359
2024
Q3 		$300K Buy
+5,145
New +$300K ﹤0.01% 1316