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Public ownership evidence

Invesco Large Cap Value ETF (PWV) Ownership Disclosures

Read PWV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28181$13,714None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28181$12,618None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21500$37,885None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2033,131$2,510,367None
Pure Financial Advisors, LLC2026-06-302026-08-185,917$448,301None
Equitable Holdings, Inc.2026-06-302026-08-1884,548$6,406,171None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-155,825$441,360None
Ameritas Advisory Services, LLC2026-06-302026-08-1524,130$1,828,293None
Western Wealth Management, LLC2026-06-302026-08-1518,510$1,402,521None
Strategic Investment Advisors / MI2026-06-302026-08-156,750$511,484None
Qube Research & Technologies Ltd2026-06-302026-08-1567$5,077None
IFG Advisory, LLC2026-06-302026-08-15390$29,550None
OSAIC HOLDINGS, INC.2026-06-302026-08-15163,533$12,392,586None
Regal Investment Advisors LLC2026-06-302026-08-15142,748$10,816,048None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,834$593,582None
Waverly Advisors, LLC2026-06-302026-08-15224,439$17,005,742None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1535,524$2,735,379None
Cerity Partners LLC2026-06-302026-08-153,974$301,092None
Evercore Wealth Management, LLC2026-06-302026-08-1517,782$1,347,342None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1514,224$1,077,752None
ROYAL BANK OF CANADA2026-06-302026-08-15128,295$9,721,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-1514,440$1,094,116None
CITADEL ADVISORS LLC2026-06-302026-08-1510,380$786,493None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1539,100$2,962,607None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15531,599$40,279,273None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1532,990$2,499,626None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15137,325$10,405,085None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1522,235$1,684,755None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15125,884$9,538,231None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15680,392$51,553,293None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1521,529$1,631,253None
Pathstone Holdings, LLC2026-06-302026-08-1469,013$5,229,115None
Alpha Financial Advisors, LLC2026-06-302026-08-143,405$257,994None
Operose Advisors LLC2026-06-302026-08-14259$19,625None
Allspring Global Investments Holdings, LLC2026-06-302026-08-141,150$88,631None
Rockefeller Capital Management L.P.2026-06-302026-08-14127,080$9,628,865None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,455$110,245None
UBS Group AG2026-06-302026-08-14448,413$33,976,253None
Mariner, LLC2026-06-302026-08-149,850$746,335None
Mariner, LLC2026-06-302026-08-144,557$345,297None
Beacon Capital Management, Inc.2026-06-302026-08-14574$43,492None
Creative Planning2026-06-302026-08-1418,520$1,403,273None
Prosperity Consulting Group, LLC2026-06-302026-08-1426,498$2,007,753None
NBZ Investment Advisors LLC2026-06-302026-08-14335$25,383None
MARSHALL WACE, LLP2026-06-302026-08-142,046$155,025None
MARSHALL WACE, LLP2026-06-302026-08-141,847$139,947None
BEACON INVESTMENT ADVISORS LLC2026-06-302026-08-144,095$310,278None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14102,602$7,774,120None
MORGAN STANLEY2026-06-302026-08-143,693,214$279,834,864None
MORGAN STANLEY2026-06-302026-08-141$87None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗EARNED WEALTH ADVISORS, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗Strategic Investment Advisors / MI ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.