RDA Financial Network
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
Q3 		$544K Buy
7,125
+325
+5% +$26K 0.12% 145
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% -$1.8K 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

Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Cooksen Wealth
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Schuylkill Financial
Schuylkill Financial Wyomissing, Pennsylvania $102M AUM
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

RDA Financial Network's PWV Position: Q3 2026 in Review

RDA Financial Network increased its Invesco Large Cap Value ETF (PWV) stake by 4.8% in Q3 2026, buying an estimated $26K and bringing the position to 7,125 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #145.

RDA Financial Network first reported a position in PWV in Q1 2019 and has held it in 20 quarters since. 47 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • RDA Financial Network held 7,125 shares of Invesco Large Cap Value ETF worth $544K as of Q3 2026.
  • RDA Financial Network bought 325 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $26K.
  • Invesco Large Cap Value ETF made up 0.12% of RDA Financial Network's portfolio in Q3 2026, its #145 holding.
  • RDA Financial Network first reported a position in Invesco Large Cap Value ETF in Q1 2019 and has held it in 20 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.