PWV — INVESCO EXCHANGE TRADED FD T

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, 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.

Peak position
1.64% (2022 Q2)
Avg. % of fund
1.37%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,361 -221 -1.0% 1.07% $1.5M $66.52
2025 Q3 ADDED 22,582 +100 +0.4% 1.13% $1.5M $64.94
2025 Q2 REDUCED 22,482 -1,490 -6.2% 1.18% $1.4M $61.61
2025 Q1 REDUCED 23,972 -1,051 -4.2% 1.32% $1.4M $58.57
8 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% 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% Firestone Capital Management 3Y 0.53%
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