Independent Advisor Alliance’s Invesco Large Cap Value ETF PWV Stock Holding History

Independent Advisor Alliance’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	$330K	Sell	4,349 -25,203	-85%	-$1.85M	0.01%	810
2026 Q1	$2.06M	Buy	29,552 +25,360	+605%	+$1.75M	0.02%	552
2025 Q4	$279K	Hold	4,192	–	–	0.01%	819
2025 Q3	$273K	Hold	4,192	–	–	0.01%	795
2025 Q2	$260K	Buy	+4,192	New	+$245K	0.01%	761
2025 Q1	–	Sell	-4,835	Closed	-$275K	–	1221
2024 Q4	$275K	Buy	+4,835	New	+$286K	﹤0.01%	1167
2020 Q1	–	Sell	-5,617	Closed	-$232K	–	746
2019 Q4	$232K	Buy	+5,617	New	+$224K	0.01%	768
2017 Q2	–	Sell	-20,626	Closed	-$723K	–	360
2017 Q1	$723K	Buy	+20,626	New	+$720K	0.11%	198

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

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 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

Independent Advisor Alliance's PWV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco Large Cap Value ETF (PWV) stake by 85% in Q2 2026, selling an estimated $1.85M and leaving 4,349 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #810.

Independent Advisor Alliance first reported a position in PWV in Q1 2017 and has held it in 8 quarters since. The position peaked at $2.06M in Q1 2026. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Independent Advisor Alliance held 4,349 shares of Invesco Large Cap Value ETF worth $330K as of Q2 2026.
Independent Advisor Alliance sold 25,203 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.85M.
Invesco Large Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #810 holding.
Independent Advisor Alliance first reported a position in Invesco Large Cap Value ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's Invesco Large Cap Value ETF position peaked at $2.06M in Q1 2026.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.