PWV — INVESCO EXCHANGE TRADED FD T

Ownership history in Advisory Services Network, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 525 +321 +157.4% 0.00% $34K $64.94
2023 Q1 INITIATED 204 — — 0.00% $9K $42.59
% of Fund (quarterly)    PWV price (monthly, adj. close)

Other funds also holding PWV

As of 2025 Q4 — sorted by position size

Atlas Private Wealth Advisors 3Y 3.62% Cooksen Wealth, LLC 2.51% IAG Wealth Partners, LLC 3Y 2.49% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 1.88% Horizon Family Wealth, Inc. 3Y 1.85% WILLNER & HELLER, LLC 3Y 1.07% Solutions 4 Wealth, Ltd 0.98% Ullmann Wealth Partners Group, LLC 3Y 7Y 0.73% Evolution Advisers, Inc. 3Y 0.71% Regal Investment Advisors LLC 3Y 7Y 0.54%
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