PWV — INVESCO DYNAMIC LARGE CAP VALUE ETF

Ownership history in Evolution Advisers, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Evolution Advisers, Inc. reported a position in INVESCO DYNAMIC LARGE CAP VALUE ETF (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.

Peak position
0.91% (2022 Q4)
Avg. % of fund
0.82%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 24,300 — 0% 0.71% $1.6M $66.52
2025 Q2 UNCHANGED 24,300 — 0% 0.74% $1.5M $61.61
2025 Q1 UNCHANGED 24,300 — 0% 0.76% $1.4M $58.57
2024 Q4 UNCHANGED 24,300 — 0% 0.76% $1.4M $55.60
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Regal Investment Advisors LLC 3Y 7Y 0.54% Firestone Capital Management 3Y 0.53%
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