AE Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

AE Wealth Management’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 Q1	$89.4K	Hold	1,282	–	–	﹤0.01%	1835
2025 Q4	$85.3K	Buy	1,282 +90	+8%	+$5.91K	﹤0.01%	1737
2025 Q3	$77.7K	Hold	1,192	–	–	﹤0.01%	1630
2025 Q2	$74.1K	Hold	1,192	–	–	﹤0.01%	1547
2025 Q1	$70.9K	Buy	1,192 +1,178	+8,414%	+$69.8K	﹤0.01%	1521
2024 Q4	$796	Buy	+14	New	+$828	﹤0.01%	2053
2022 Q2	–	Sell	-258,903	Closed	-$12.7M	–	1809
2022 Q1	$12.7M	Buy	+258,903	New	+$12.6M	0.09%	241
2020 Q1	–	Sell	-6,326	Closed	-$262K	–	1245
2019 Q4	$262K	Buy	+6,326	New	+$252K	0.01%	957
2018 Q4	–	Sell	-9,907	Closed	-$370K	–	574
2018 Q3	$370K	Buy	+9,907	New	+$369K	0.02%	397

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

AE Wealth Management's PWV Position: Q1 2026 in Review

AE Wealth Management held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 1,282 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

AE Wealth Management first reported a position in PWV in Q3 2018 and has held it in 9 quarters since. The position peaked at $12.7M in Q1 2022. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

AE Wealth Management held 1,282 shares of Invesco Large Cap Value ETF worth $89.4K as of Q1 2026.
AE Wealth Management left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1835 holding.
AE Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2018 and has held it in 9 quarters since.
AE Wealth Management's Invesco Large Cap Value ETF position peaked at $12.7M in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.