Want to track PWV and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Invesco Large Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 5,937 | $394,920.86 | $473,119.53 | $78,198.67 | 19.8% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,610 | $457,655.89 | $688,756.95 | $231,101.06 | 50.5% |
 Amir Har-El Savvy Advisors, Inc. | 2,763 | $209,353 | $218,359.89 | $9,006.89 | 4.3% |
 Donald Hatcher Solutions 4 Wealth, Ltd | 23,299 | $1.57M | $1.84M | $275,620.66 | 17.6% |
 Cody Gehman Stonebridge Financial Group, LLC | 100,095 | $5.69M | $7.97M | $2.28M | 40.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 516 | $26,829.25 | $40,583.4 | $13,754.15 | 51.27% |
 Adam Colby Wealth Group Ltd | 3,165 | $196,673.1 | $252,171.37 | $55,498.27 | 28.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 69,013 | $5.23M | $5.45M | $217,390.96 | 4.16% |
 Lindsey Cooksen Cooksen Wealth, LLC | 50,894 | $2.58M | $4.02M | $1.44M | 55.58% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 58 | $3,299 | $4,619.99 | $1,320.99 | 40.04% |
 Taryn Anderson YANKCOM Partnership | 1,077 | $71,642 | $84,706.05 | $13,064.05 | 18.24% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 11,292 | $552,178.8 | $900,254.7 | $348,075.9 | 63.04% |
 Allyson Mickool Florida Financial Advisors LLC | 3,225 | $202,232.59 | $256,822.87 | $54,590.28 | 26.99% |
 Bradley Wilson Crews Bank & Trust | 49 | $3,713 | $3,904.56 | $191.56 | 5.16% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 2,655 | $201,167 | $212,161.05 | $10,994.05 | 5.47% |
| DN Daniel Newman Noble Wealth Management PBC | 275 | $15,640.62 | $21,910.62 | $6,270 | 40.09% |
 MSH Capital Advisors LLC MSH Capital Advisors LLC | 10,387 | $506,362.37 | $828,103.57 | $321,741.2 | 63.54% |
 AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 54,415 | $3.19M | $4.34M | $1.15M | 35.87% |
 Buddy Levy Nestegg Advisors Inc. | 3,403 | $194,462.44 | $268,683.86 | $74,221.42 | 38.17% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,627 | $163,654.36 | $209,030.39 | $45,376.03 | 27.73% |
2026 © Marketlog. All Rights Reserved.
