Ridgewood Investments’s Invesco Large Cap Value ETF PWV Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-350	Closed	-$21.7K	–	564
2025 Q2	$21.7K	Hold	350	–	–	0.01%	431
2025 Q1	$20.8K	Hold	350	–	–	0.01%	423
2024 Q4	$19.9K	Hold	350	–	–	0.01%	421
2024 Q3	$20.4K	Hold	350	–	–	0.01%	426
2024 Q2	$19.3K	Buy	+350	New	+$19.3K	0.01%	444
2023 Q3	–	Sell	-350	Closed	-$16.3K	–	610
2023 Q2	$16.3K	Hold	350	–	–	0.01%	465
2023 Q1	$15.8K	Buy	+350	New	+$16.3K	0.01%	477

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ridgewood Investments's PWV Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco Large Cap Value ETF (PWV) in Q3 2025, closing a stake of 350 shares — an estimated $21.7K sold.

Ridgewood Investments first reported a position in PWV in Q1 2023 and held it in 7 quarters. The position peaked at $21.7K in Q2 2025. 169 funds tracked by Wall St. Rank hold PWV as of Q3 2025.

Ridgewood Investments reported no remaining Invesco Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 350 Invesco Large Cap Value ETF shares in Q3 2025, an estimated $21.7K.
Ridgewood Investments first reported a position in Invesco Large Cap Value ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Invesco Large Cap Value ETF position peaked at $21.7K in Q2 2025.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.