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YANKCOM Partnership’s Invesco Large Cap Value ETF PWV Stock Holding History

YANKCOM Partnership’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 		$82.2K Hold
1,077
– – 0.03% 176
2026
Q2 		$81.6K Hold
1,077
– – 0.03% 176
2026
Q1 		$75.1K Hold
1,077
– – 0.03% 174
2025
Q4 		$71.6K Buy
+1,077
New +$70.7K 0.03% 177

Other funds holding PWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cullen/Frost Bankers
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

YANKCOM Partnership's PWV Position: Q3 2026 in Review

YANKCOM Partnership held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 1,077 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #176.

YANKCOM Partnership first reported a position in PWV in Q4 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • YANKCOM Partnership held 1,077 shares of Invesco Large Cap Value ETF worth $82.2K as of Q3 2026.
  • YANKCOM Partnership left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Value ETF made up 0.03% of YANKCOM Partnership's portfolio in Q3 2026, its #176 holding.
  • YANKCOM Partnership first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.