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 Q2	$90.3K	Sell	1,192 -90	-7%	-$6.62K	﹤0.01%	1943
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 $1.89T 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

AE Wealth Management's PWV Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco Large Cap Value ETF (PWV) stake by 7% in Q2 2026, selling an estimated $6.62K and leaving 1,192 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

AE Wealth Management first reported a position in PWV in Q3 2018 and has held it in 10 quarters since. The position peaked at $12.7M in Q1 2022. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

AE Wealth Management held 1,192 shares of Invesco Large Cap Value ETF worth $90.3K as of Q2 2026.
AE Wealth Management sold 90 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $6.62K.
Invesco Large Cap Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1943 holding.
AE Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2018 and has held it in 10 quarters since.
AE Wealth Management's Invesco Large Cap Value ETF position peaked at $12.7M in Q1 2022.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.