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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
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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
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
SA
SPWM Advisors Traverse City, Michigan $108M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

YANKCOM Partnership's PWV Position: Q2 2026 in Review

YANKCOM Partnership held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 1,077 shares worth $81.6K. 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 3 quarters since. 110 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • YANKCOM Partnership held 1,077 shares of Invesco Large Cap Value ETF worth $81.6K as of Q2 2026.
  • YANKCOM Partnership left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Value ETF made up 0.03% of YANKCOM Partnership's portfolio in Q2 2026, its #176 holding.
  • YANKCOM Partnership first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.