IAG Wealth Partners, LLC PWV — INVESCO LARGE

Ownership history in IAG Wealth Partners, LLC  ·  8 quarters on record

AI Ownership Summary

IAG Wealth Partners, LLC reported INVESCO LARGE (PWV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.28% in 2024 Q2. The latest visible filing shows PWV at 2.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAG Wealth Partners, LLC's position in INVESCO LARGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PWV was reported at 2.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PWV stock page IAG Wealth Partners, LLC fund profile IAG Wealth Partners, LLC full holdings
How IAG Wealth Partners, LLC held PWV — position size vs. price
% of Fund (quarterly)    PWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 322,918 -920 -0.3% 2.51% $22.5M 2026-04-29 $72.41
2025 Q4 ADDED — — — 323,838 +6,905 +2.2% 2.49% $21.5M 2026-02-10 $69.85
2025 Q3 ADDED — — — 316,933 +6,876 +2.2% 2.48% $20.7M 2025-11-12 $66.11
2025 Q2 ADDED — — — 310,057 +20,025 +6.9% 2.55% $19.3M 2025-08-13 $62.37
2025 Q1 ADDED — — — 290,032 +6,694 +2.4% 2.68% $17.3M 2025-04-16 $53.45
2024 Q4 REDUCED 6.4% +5.3% ❌ 283,338 -19,263 -6.4% 2.84% $16.1M 2025-02-10 $58.16
2024 Q3 ADDED — — — 302,601 +5,763 +1.9% 3.26% $17.6M 2024-10-29 $56.26
2024 Q2 INITIATED — — — 296,838 — — 3.28% $16.3M 2024-07-16 $55.45

🏢 Other funds also holding PWV

As of 2026 Q1 — sorted by position size

SPWM Advisors LLC 11.17% Atlas Private Wealth Advisors 3Y 3.93% AGH Wealth Advisors, LLC 2.69% Cooksen Wealth, LLC 2.61% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 1.99% Solutions 4 Wealth, Ltd 1.99% Horizon Family Wealth, Inc. 3Y 1.93% WILLNER & HELLER, LLC 3Y 1.15% Ullmann Wealth Partners Group, LLC 3Y 7Y 0.75% Evolution Advisers, Inc. 3Y 0.7%

FAQ About IAG Wealth Partners, LLC and PWV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IAG Wealth Partners, LLC reported owning PWV?

IAG Wealth Partners, LLC reported PWV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PWV position in IAG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PWV was 3.28% in 2024 Q2.

What is the latest reported PWV position on this page?

The most recent filing on this page is 2026 Q1, when IAG Wealth Partners, LLC reported 322,918 shares, equal to 2.51% of portfolio, with an estimated market value of $22.5M.

What does the chart on this PWV ownership page compare?

The chart compares IAG Wealth Partners, LLC's quarterly PWV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IAG Wealth Partners, LLC time their PWV position?

Based on 13F filing dates vs. subsequent PWV price moves, IAG Wealth Partners, LLC correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on PWV relative to SPY over the holding period was +0.9%.

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