AGH Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

AGH Wealth Advisors’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	$4.12M	Buy	54,415 +1,944	+4%	+$143K	2.6%	9
2026 Q1	$3.66M	Buy	52,471 +1,395	+3%	+$96.3K	2.69%	10
2025 Q4	$3.4M	Buy	51,076 +820	+2%	+$53.8K	2.55%	10
2025 Q3	$3.28M	Buy	50,256 +3,939	+9%	+$249K	2.4%	10
2025 Q2	$2.88M	Buy	46,317 +380	+0.8%	+$22.2K	2.37%	11
2025 Q1	$2.73M	Buy	45,937 +714	+2%	+$42.3K	2.64%	10
2024 Q4	$2.57M	Buy	+45,223	New	+$2.67M	2.38%	12

Other funds holding PWV

SPWM Advisors Traverse City, Michigan $108M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

AGH Wealth Advisors's PWV Position: Q2 2026 in Review

AGH Wealth Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 3.7% in Q2 2026, buying an estimated $143K and bringing the position to 54,415 shares worth $4.12M. The position accounts for 2.6% of the portfolio, ranked #9.

AGH Wealth Advisors first reported a position in PWV in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

AGH Wealth Advisors held 54,415 shares of Invesco Large Cap Value ETF worth $4.12M as of Q2 2026.
AGH Wealth Advisors bought 1,944 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $143K.
Invesco Large Cap Value ETF made up 2.6% of AGH Wealth Advisors's portfolio in Q2 2026, its #9 holding.
AGH Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.