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

Parker Financial’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	$448K	Hold	5,917	–	–	0.16%	28
2026 Q1	$412K	Sell	5,917 -411	-6%	-$28.4K	0.16%	31
2025 Q4	$421K	Sell	6,328 -101	-2%	-$6.63K	0.17%	29
2025 Q3	$419K	Sell	6,429 -249	-4%	-$15.8K	0.17%	29
2025 Q2	$415K	Sell	6,678 -991	-13%	-$58K	0.18%	28
2025 Q1	$456K	Sell	7,669 -2,831	-27%	-$168K	0.22%	26
2024 Q4	$597K	Sell	10,500 -2,992	-22%	-$177K	0.29%	25
2024 Q3	$787K	Sell	13,492 -3,050	-18%	-$174K	0.39%	25
2024 Q2	$922K	Sell	16,542 -1,348	-8%	-$74.5K	0.5%	26
2024 Q1	$1.01M	Sell	17,890 -1,923	-10%	-$101K	0.58%	24
2023 Q4	$1.01M	Sell	19,813 -1,052	-5%	-$49.9K	0.62%	26
2023 Q3	$979K	Sell	20,865 -3,552	-15%	-$169K	0.68%	21
2023 Q2	$1.14M	Sell	24,417 -178	-0.7%	-$8.07K	0.82%	20
2023 Q1	$1.11M	Sell	24,595 -478	-2%	-$22.2K	0.88%	21
2022 Q4	$1.18M	Buy	+25,073	New	+$1.16M	1%	19

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

Parker Financial's PWV Position: Q2 2026 in Review

Parker Financial held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 5,917 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #28.

Parker Financial first reported a position in PWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2022. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Parker Financial held 5,917 shares of Invesco Large Cap Value ETF worth $448K as of Q2 2026.
Parker Financial left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.16% of Parker Financial's portfolio in Q2 2026, its #28 holding.
Parker Financial first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Parker Financial's Invesco Large Cap Value ETF position peaked at $1.18M in Q4 2022.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.