SignatureFD’s Invesco Large Cap Value ETF PWV Stock Holding History

SignatureFD’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	$1.3K	Hold	17	–	–	﹤0.01%	3284
2026 Q2	$1.29K	Buy	+17	New	+$1.25K	﹤0.01%	3218
2020 Q2	–	Sell	-4,118	Closed	-$124K	–	2631
2020 Q1	$124K	Hold	4,118	–	–	0.01%	562
2019 Q4	$170K	Buy	4,118 +1,075	+35%	+$42.8K	0.01%	518
2019 Q3	$117K	Hold	3,043	–	–	0.01%	589
2019 Q2	$112K	Hold	3,043	–	–	0.01%	581
2019 Q1	$108K	Hold	3,043	–	–	0.01%	595
2018 Q4	$99K	Hold	3,043	–	–	0.01%	587
2018 Q3	$114K	Hold	3,043	–	–	0.01%	591
2018 Q2	$109K	Hold	3,043	–	–	0.01%	592
2018 Q1	$111K	Buy	+3,043	New	+$116K	0.01%	497
2016 Q4	–	Sell	-3,043	Closed	-$96K	–	969
2016 Q3	$96K	Hold	3,043	–	–	0.01%	372
2016 Q2	$94K	Sell	3,043 -4,884	-62%	-$148K	0.01%	317
2016 Q1	$238K	Hold	7,927	–	–	0.04%	149
2015 Q4	$231K	Buy	+7,927	New	+$234K	0.04%	132

Other funds holding PWV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

SignatureFD's PWV Position: Q3 2026 in Review

SignatureFD held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 17 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

SignatureFD first reported a position in PWV in Q4 2015 and has held it in 15 quarters since. The position peaked at $238K in Q1 2016. 131 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

SignatureFD held 17 shares of Invesco Large Cap Value ETF worth $1.3K as of Q3 2026.
SignatureFD left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3284 holding.
SignatureFD first reported a position in Invesco Large Cap Value ETF in Q4 2015 and has held it in 15 quarters since.
SignatureFD's Invesco Large Cap Value ETF position peaked at $238K in Q1 2016.
131 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.