Retirement Investment Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Retirement Investment Advisors’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	$814K	Sell	10,368 -3	-0%	-$221	0.06%	36
2026 Q1	$690K	Buy	10,371 +104	+1%	+$7.18K	0.06%	36
2025 Q4	$683K	Sell	10,267 -126	-1%	-$8.27K	0.06%	36
2025 Q3	$678K	Hold	10,393	–	–	0.06%	37
2025 Q2	$646K	Sell	10,393 -8	-0.1%	-$468	0.06%	34
2025 Q1	$619K	Sell	10,401 -101	-1%	-$5.99K	0.06%	36
2024 Q4	$597K	Sell	10,502 -2,096	-17%	-$124K	0.06%	35
2024 Q3	$735K	Sell	12,598 -598	-5%	-$34K	0.08%	31
2024 Q2	$726K	Buy	+13,196	New	+$729K	0.09%	31
2023 Q4	$681K	Sell	13,417 -6,467	-33%	-$307K	0.1%	32
2023 Q3	$931K	Buy	19,884 +1,886	+10%	+$90K	0.08%	28
2023 Q2	$839K	Buy	17,998 +475	+3%	+$21.5K	0.1%	31
2023 Q1	$793K	Buy	17,523 +4,445	+34%	+$207K	0.14%	34
2022 Q4	$615K	Buy	+13,078	New	+$607K	0.4%	29

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

Retirement Investment Advisors's PWV Position: Q2 2026 in Review

Retirement Investment Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 0.03% in Q2 2026, selling an estimated $221 and leaving 10,368 shares worth $814K. The position accounts for 0.06% of the portfolio, ranked #36.

Retirement Investment Advisors first reported a position in PWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $931K in Q3 2023. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Retirement Investment Advisors held 10,368 shares of Invesco Large Cap Value ETF worth $814K as of Q2 2026.
Retirement Investment Advisors sold 3 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $221.
Invesco Large Cap Value ETF made up 0.06% of Retirement Investment Advisors's portfolio in Q2 2026, its #36 holding.
Retirement Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Retirement Investment Advisors's Invesco Large Cap Value ETF position peaked at $931K in Q3 2023.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.