Advisory Services Network’s Invesco Large Cap Value ETF PWV Stock Holding History

Advisory Services Network’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-279	Closed	-$19.5K	–	4038
2026 Q1	$19.5K	Buy	+279	New	+$19.3K	﹤0.01%	3222
2025 Q4	–	Sell	-525	Closed	-$34.2K	–	3669
2025 Q3	$34.2K	Buy	+525	New	+$33.2K	﹤0.01%	2684
2023 Q2	–	Sell	-204	Closed	-$9.24K	–	3105
2023 Q1	$9.24K	Buy	+204	New	+$9.48K	﹤0.01%	2909

Other funds holding PWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Advisory Services Network's PWV Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco Large Cap Value ETF (PWV) in Q2 2026, closing a stake of 279 shares — an estimated $19.5K sold.

Advisory Services Network first reported a position in PWV in Q1 2023 and held it in 3 quarters. The position peaked at $34.2K in Q3 2025. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Advisory Services Network reported no remaining Invesco Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 279 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $19.5K.
Advisory Services Network first reported a position in Invesco Large Cap Value ETF in Q1 2023 and held it in 3 quarters.
Advisory Services Network's Invesco Large Cap Value ETF position peaked at $34.2K in Q3 2025.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.