RFN
PWV icon

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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return