IFP Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.6K | Buy |
364
+1
| +0.3% | +$74 | ﹤0.01% | 2765 |
|
|
2026
Q1 | $25.3K | Sell |
363
-550
| -60% | -$38K | ﹤0.01% | 2655 |
|
|
2025
Q4 | $60.7K | Buy |
913
+713
| +357% | +$46.8K | ﹤0.01% | 2077 |
|
|
2025
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 2771 |
|
|
2025
Q2 | $12.4K | Hold |
200
| – | – | ﹤0.01% | 2801 |
|
|
2025
Q1 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 2521 |
|
|
2024
Q4 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 2480 |
|
|
2024
Q3 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 2311 |
|
|
2024
Q1 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 2186 |
|
|
2023
Q4 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 2183 |
|
|
2023
Q3 | $9.36K | Hold |
200
| – | – | ﹤0.01% | 2278 |
|
|
2023
Q2 | $9.33K | Hold |
200
| – | – | ﹤0.01% | 2328 |
|
|
2023
Q1 | $7.3K | Sell |
200
-7,135
| -97% | -$332K | ﹤0.01% | 2418 |
|
|
2022
Q4 | $265K | Buy |
7,335
+205
| +3% | +$9.52K | 0.01% | 1195 |
|
|
2022
Q3 | $258K | Hold |
7,130
| – | – | 0.01% | 1268 |
|
|
2022
Q2 | $258K | Hold |
7,130
| – | – | 0.01% | 1153 |
|
|
2022
Q1 | $258K | Buy |
+7,130
| New | +$347K | 0.01% | 1153 |
|
|
2019
Q4 | – | Sell |
-2,353
| Closed | -$90K | – | 3064 |
|
|
2019
Q3 | $90K | Buy |
+2,353
| New | +$88K | 0.01% | 1109 |
|
|
2019
Q1 | $82K | Sell |
2,353
-2,075
| -47% | -$73.1K | 0.01% | 765 |
|
|
2018
Q4 | $143K | Buy |
4,428
+1,530
| +53% | +$54K | 0.01% | 1012 |
|
|
2018
Q3 | $108K | Hold |
2,898
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q2 | $103K | Sell |
2,898
-1,055
| -27% | -$38.4K | ﹤0.01% | 1465 |
|
|
2018
Q1 | $153K | Hold |
3,953
| – | – | 0.01% | 1121 |
|
|
2017
Q4 | $153K | Sell |
3,953
-1,583
| -29% | -$60.8K | 0.01% | 1126 |
|
|
2017
Q3 | $207K | Sell |
5,536
-848
| -13% | -$30.9K | 0.01% | 1119 |
|
|
2017
Q2 | $231K | Sell |
6,384
-4,372
| -41% | -$155K | 0.01% | 1041 |
|
|
2017
Q1 | $380K | Sell |
10,756
-85
| -0.8% | -$2.96K | 0.02% | 802 |
|
|
2016
Q4 | $366K | Buy |
10,841
+1,242
| +13% | +$40.3K | 0.02% | 768 |
|
|
2016
Q3 | $302K | Sell |
9,599
-869
| -8% | -$27.4K | 0.02% | 810 |
|
|
2016
Q2 | $322K | Buy |
10,468
+8,115
| +345% | +$245K | 0.02% | 755 |
|
|
2016
Q1 | $82K | Sell |
2,353
-17,684
| -88% | -$501K | 0.01% | 765 |
|
|
2015
Q4 | $583K | Buy |
+20,037
| New | +$590K | 0.04% | 451 |
|
Other funds holding PWV
AWA
IWP
APWA
IFP Advisors's PWV Position: Q2 2026 in Review
IFP Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 0.28% in Q2 2026, buying an estimated $74 and bringing the position to 364 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.
IFP Advisors first reported a position in PWV in Q4 2015 and has held it in 33 quarters since. The position peaked at $583K in Q4 2015. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.
- IFP Advisors held 364 shares of Invesco Large Cap Value ETF worth $27.6K as of Q2 2026.
- IFP Advisors bought 1 Invesco Large Cap Value ETF share in Q2 2026, an estimated $74.
- Invesco Large Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2765 holding.
- IFP Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2015 and has held it in 33 quarters since.
- IFP Advisors's Invesco Large Cap Value ETF position peaked at $583K in Q4 2015.
- 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.