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PWVPWV
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Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Waverly Advisors, LLC holds 224,439 shares of PWV (INVESCO EXCHANGE TRADED FD T), worth $17M as of 2026-Q2. The position was increased (+1259.3% shares). PWV represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$17M

Current Shares

224,439

Total Value Change

+$15.9M

Total Shares Change

+205,937

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
224,439
+1259.3%
$17M0.1%$75.44
46
2026-Q1
Increased
16,512
+0.1%
$1.2M0.0%$69.03
25
2025-Q4
Decreased
16,492
-11.3%
$1.1M0.0%$65.54
0
2025-Q3
Increased
18,593
+0.1%
$1.2M0.0%$63.98
25
2025-Q2
Increased
18,576
+0.1%
$1.2M0.0%$60.70
25
2025-Q1
Increased
18,548
+0.1%
$1.1M0.0%$57.71
25
2024-Q4
Increased
18,522
+0.1%
$1.1M0.0%$54.78
25
2024-Q3
Increased
18,502
+0.1%
$1.1M0.0%$55.88
25

Other major holders of PWV: MORGAN STANLEY

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