Good Life Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Good Life 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
2025 Q2	$5.32M	Buy	85,573 +8,133	+11%	+$476K	0.33%	62
2025 Q1	$4.61M	Buy	77,440 +12,764	+20%	+$757K	0.32%	69
2024 Q4	$3.68M	Sell	64,676 -58,266	-47%	-$3.45M	0.27%	79
2024 Q3	$7.17M	Buy	122,942 +66,010	+116%	+$3.76M	0.44%	41
2024 Q2	$3.13M	Buy	56,932 +8,826	+18%	+$488K	0.26%	80
2024 Q1	$2.73M	Buy	48,106 +6,804	+16%	+$359K	0.24%	80
2023 Q4	$2.1M	Buy	41,302 +5,012	+14%	+$238K	0.21%	93
2023 Q3	$1.7M	Buy	36,290 +3,050	+9%	+$146K	0.19%	106
2023 Q2	$1.55M	Buy	33,240 +4,725	+17%	+$214K	0.17%	112
2023 Q1	$1.29M	Buy	+28,515	New	+$1.32M	0.16%	120

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Good Life Advisors's PWV Position: Q2 2025 in Review

Good Life Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 11% in Q2 2025, buying an estimated $476K and bringing the position to 85,573 shares worth $5.32M. The position accounts for 0.33% of the portfolio, ranked #62.

Good Life Advisors first reported a position in PWV in Q1 2023 and has held it in 10 quarters since. The position peaked at $7.17M in Q3 2024. 169 funds tracked by Wall St. Rank hold PWV as of Q2 2025.

Good Life Advisors held 85,573 shares of Invesco Large Cap Value ETF worth $5.32M as of Q2 2025.
Good Life Advisors bought 8,133 Invesco Large Cap Value ETF shares in Q2 2025, an estimated $476K.
Invesco Large Cap Value ETF made up 0.33% of Good Life Advisors's portfolio in Q2 2025, its #62 holding.
Good Life Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
Good Life Advisors's Invesco Large Cap Value ETF position peaked at $7.17M in Q3 2024.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.