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PWV · Insider trading · 13F holders · Congress trades

Invesco Exchange Traded Fd T (PWV)

Who is buying and selling PWV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
26
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

PWV at a glance

  • No open-market insider purchases or sales of PWV were filed in the last 90 days.
  • 26 13F filers hold PWV among their 50 largest positions, worth $190.3M combined. The biggest bets by portfolio weight are SPWM Advisors LLC (14.9%), Atlas Private Wealth Advisors (4.1%) and IAG Wealth Partners, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
  • No member of Congress has disclosed a trade in PWV.

PWV insider trading

No open-market insider purchases or sales of PWV were filed in the last 90 days.

Who owns PWV? Hedge funds and superinvestors

26 13F filers hold PWV among their 50 largest positions, worth $190.3M combined. The biggest bets by portfolio weight are SPWM Advisors LLC (14.9%), Atlas Private Wealth Advisors (4.1%) and IAG Wealth Partners, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

13F filers holding PWV
Manager% of portfolioValueSharesLast quarter13F
Arkadios Wealth AdvisorsWealth manager0.5%$35.0M461,900+19.4% sharesQ2 2026
IAG Wealth Partners, LLCWealth manager2.5%$25.0M330,061+2.2% sharesQ2 2026
Atlas Private Wealth AdvisorsWealth manager4.1%$18.8M246,034-0.3% sharesQ3 2026
Stratos Investment Management, LLCInstitutional asset manager0.6%$16.8M221,590+5.1% sharesQ2 2026
SPWM Advisors LLCWealth manager14.9%$16.1M204,744+16.3% sharesQ2 2026
Wharton Business Group, LLCWealth manager0.4%$11.8M155,635+0.0% sharesQ2 2026
Regal Investment Advisors LLCWealth manager0.6%$10.8M142,748+4.1% sharesQ2 2026
Ullmann Wealth Partners Group, LLCWealth manager0.7%$7.8M103,489-0.1% sharesQ2 2026
Stonebridge Financial Group, LLCInstitutional asset manager0.6%$7.6M100,095-1.3% sharesQ3 2026
Avaii Wealth Management, LLCWealth manager2.0%$6.9M89,491—Q3 2026
Capstone Wealth Management Group, LLCWealth manager1.7%$4.8M63,358-7.2% sharesQ2 2026
Rose Capital Advisors LLCWealth manager2.5%$4.6M60,314—Q2 2026
Horizon Family Wealth, Inc.Wealth manager1.8%$4.0M52,645+0.5% sharesQ2 2026
AGH Wealth Advisors, LLCWealth manager2.3%$4.0M51,815-4.8% sharesQ3 2026
Cooksen Wealth, LLCWealth manager2.4%$3.9M50,894-1.2% sharesQ3 2026
Firestone Capital ManagementWealth manager0.5%$2.8M37,363+0.0% sharesQ2 2026
Evolution Advisers, Inc.Wealth manager0.7%$1.8M23,796+0.0% sharesQ2 2026
Solutions 4 Wealth, LtdWealth manager2.3%$1.8M23,299+22.7% sharesQ2 2026
Willner & Heller, LLCWealth manager1.1%$1.7M22,232-0.3% sharesQ3 2026
Schuylkill Financial LLCWealth manager1.1%$1.2M15,135—Q3 2026
Retirement Investment Advisors, Inc.Wealth manager0.1%$791K10,368+0.0% sharesQ3 2026
SimpliFi, Inc.Wealth manager0.3%$755K9,896+0.4% sharesQ3 2026
Stonebridge Wealth Management, LLCWealth manager0.5%$585K7,671+0.9% sharesQ3 2026
Parker Financial LLCWealth manager0.2%$448K5,917+0.0% sharesQ2 2026
Dodds Wealth, LLCWealth manager0.1%$397K5,239+0.0% sharesQ2 2026
Sims Investment Management, LLCWealth manager0.1%$203K2,655+0.0% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 15). Screen PWV in the grand portfolio →

PWV stock trades by members of Congress

No member of Congress has disclosed a trade in PWV.

PWV questions and answers

Are insiders buying PWV stock?

No open-market insider purchases or sales of PWV were filed in the last 90 days.

Which hedge funds own PWV?

26 13F filers hold PWV among their 50 largest positions, worth $190.3M combined. The biggest bets by portfolio weight are SPWM Advisors LLC (14.9%), Atlas Private Wealth Advisors (4.1%) and IAG Wealth Partners, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

Has Congress traded PWV?

No member of Congress has disclosed a trade in PWV.

Who is the largest holder of PWV?

Among 13F filers, Arkadios Wealth Advisors reports the largest PWV position, $35.0M (461,900 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is SPWM Advisors LLC's: 14.9% of its portfolio.

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