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

Prospera Financial Services’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	$435K	Sell	5,746 -99	-2%	-$7.28K	0.01%	1098
2026 Q1	$407K	Sell	5,845 -213	-4%	-$14.7K	0.01%	1084
2025 Q4	$403K	Sell	6,058 -1,340	-18%	-$88K	0.01%	1016
2025 Q3	$482K	Sell	7,398 -178	-2%	-$11.3K	0.01%	950
2025 Q2	$471K	Sell	7,576 -18	-0.2%	-$1.05K	0.01%	927
2025 Q1	$452K	Sell	7,594 -46	-0.6%	-$2.73K	0.01%	815
2024 Q4	$435K	Sell	7,640 -186	-2%	-$11K	0.01%	790
2024 Q3	$456K	Hold	7,826	–	–	0.01%	756
2024 Q2	$431K	Hold	7,826	–	–	0.01%	763
2024 Q1	$444K	Hold	7,826	–	–	0.01%	742
2023 Q4	$397K	Sell	7,826 -99	-1%	-$4.7K	0.01%	732
2023 Q3	$371K	Hold	7,925	–	–	0.01%	722
2023 Q2	$370K	Sell	7,925 -261	-3%	-$11.8K	0.01%	707
2023 Q1	$371K	Hold	8,186	–	–	0.02%	705
2022 Q4	$385K	Buy	+8,186	New	+$380K	0.02%	605
2022 Q3	–	Sell	-13,477	Closed	-$588K	–	1402
2022 Q2	$588K	Sell	13,477 -3,731	-22%	-$175K	0.03%	477
2022 Q1	$841K	Sell	17,208 -582	-3%	-$28.3K	0.04%	463
2021 Q4	$868K	Sell	17,790 -238	-1%	-$11.3K	0.04%	444
2021 Q3	$802K	Sell	18,028 -142	-0.8%	-$6.36K	0.04%	413
2021 Q2	$806K	Buy	18,170 +735	+4%	+$32.8K	0.04%	421
2021 Q1	$743K	Buy	17,435 +8,649	+98%	+$352K	0.04%	398
2020 Q4	$338K	Buy	8,786 +7,661	+681%	+$278K	0.02%	503
2020 Q3	$38K	Sell	1,125 -7,661	-87%	-$264K	0.01%	707
2020 Q2	$295K	Hold	8,786	–	–	0.03%	449
2020 Q1	$265K	Hold	8,786	–	–	0.03%	418
2019 Q4	$363K	Hold	8,786	–	–	0.03%	437
2019 Q3	$337K	Sell	8,786 -2,795	-24%	-$105K	0.03%	404
2019 Q2	$427K	Sell	11,581 -2,235	-16%	-$80.8K	0.05%	323
2019 Q1	$500K	Sell	13,816 -56	-0.4%	-$1.97K	0.16%	166
2018 Q4	$453K	Hold	13,872	–	–	0.09%	215
2018 Q3	$495K	Sell	13,872 -45	-0.3%	-$1.68K	0.09%	214
2018 Q2	$496K	Sell	13,917 -57	-0.4%	-$2.07K	0.07%	232
2018 Q1	$510K	Buy	13,974 +1,415	+11%	+$54.2K	0.07%	236
2017 Q4	$487K	Sell	12,559 -1,400	-10%	-$53.8K	0.07%	221
2017 Q3	$522K	Sell	13,959 -200	-1%	-$7.29K	0.08%	229
2017 Q2	$513K	Sell	14,159 -560	-4%	-$19.9K	0.08%	213
2017 Q1	$520K	Sell	14,719 -1,663	-10%	-$58K	0.09%	186
2016 Q4	$552K	Sell	16,382 -525	-3%	-$17K	0.11%	169
2016 Q3	$532K	Hold	16,907	–	–	0.11%	171
2016 Q2	$521K	Sell	16,907 -102	-0.6%	-$3.08K	0.11%	162
2016 Q1	$511K	Buy	17,009 +331	+2%	+$9.38K	0.11%	140
2015 Q4	$485K	Hold	16,678	–	–	0.11%	131
2015 Q3	$467K	Sell	16,678 -650	-4%	-$19.4K	0.12%	125
2015 Q2	$528K	Buy	17,328 +339	+2%	+$10.6K	0.13%	127
2015 Q1	$523K	Buy	16,989 +2,480	+17%	+$77.1K	0.12%	138
2014 Q4	$454K	Sell	14,509 -2,734	-16%	-$83.7K	0.11%	141
2014 Q3	$525K	Sell	17,243 -2,715	-14%	-$83.5K	0.14%	123
2014 Q2	$605K	Buy	19,958 +143	+0.7%	+$4.24K	0.16%	102
2014 Q1	$576K	Sell	19,815 -974	-5%	-$27.4K	0.18%	77
2013 Q4	$591K	Sell	20,789 -101	-0.5%	-$2.75K	0.2%	80
2013 Q3	$544K	Sell	20,890 -945	-4%	-$24.8K	0.21%	97
2013 Q2	$554K	Buy	+21,835	New	+$554K	0.26%	94

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

Prospera Financial Services's PWV Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco Large Cap Value ETF (PWV) stake by 1.7% in Q2 2026, selling an estimated $7.28K and leaving 5,746 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1098.

Prospera Financial Services first reported a position in PWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $868K in Q4 2021. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Prospera Financial Services held 5,746 shares of Invesco Large Cap Value ETF worth $435K as of Q2 2026.
Prospera Financial Services sold 99 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $7.28K.
Invesco Large Cap Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1098 holding.
Prospera Financial Services first reported a position in Invesco Large Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
Prospera Financial Services's Invesco Large Cap Value ETF position peaked at $868K in Q4 2021.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.