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

RDA Financial Network’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	$515K	Hold	6,800	–	–	0.11%	156
2026 Q1	$474K	Hold	6,800	–	–	0.12%	163
2025 Q4	$452K	Buy	6,800 +200	+3%	+$13.1K	0.11%	163
2025 Q3	$430K	Buy	6,600 +250	+4%	+$15.8K	0.11%	166
2025 Q2	$395K	Hold	6,350	–	–	0.11%	175
2025 Q1	$378K	Hold	6,350	–	–	0.11%	159
2024 Q4	$361K	Buy	6,350 +30	+0.5%	+$1.77K	0.11%	171
2024 Q3	$369K	Buy	6,320 +1,760	+39%	+$100K	0.11%	170
2024 Q2	$251K	Hold	4,560	–	–	0.08%	202
2024 Q1	$258K	Hold	4,560	–	–	0.09%	198
2023 Q4	$231K	Sell	4,560 -20	-0.4%	-$949	0.09%	202
2023 Q3	$214K	Sell	4,580 -30	-0.7%	-$1.43K	0.09%	198
2023 Q2	$215K	Hold	4,610	–	–	0.09%	209
2023 Q1	$209K	Hold	4,610	–	–	0.1%	206
2022 Q4	$217K	Buy	+4,610	New	+$214K	0.11%	190
2020 Q1	–	Sell	-4,990	Closed	-$204K	–	232
2019 Q4	$204K	Sell	4,990 -385	-7%	-$15.3K	0.08%	235
2019 Q3	$218K	Sell	5,375 -48	-0.9%	-$1.79K	0.09%	222
2019 Q2	$201K	Sell	5,423 -118	-2%	-$4.26K	0.09%	212
2019 Q1	$201K	Buy	+5,541	New	+$195K	0.09%	205

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

RDA Financial Network's PWV Position: Q2 2026 in Review

RDA Financial Network held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 6,800 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #156.

RDA Financial Network first reported a position in PWV in Q1 2019 and has held it in 19 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

RDA Financial Network held 6,800 shares of Invesco Large Cap Value ETF worth $515K as of Q2 2026.
RDA Financial Network left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.11% of RDA Financial Network's portfolio in Q2 2026, its #156 holding.
RDA Financial Network first reported a position in Invesco Large Cap Value ETF in Q1 2019 and has held it in 19 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.