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 Q3	$3.95M	Sell	51,815 -2,600	-5%	-$208K	2.29%	10
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

AGH Wealth Advisors's PWV Position: Q3 2026 in Review

AGH Wealth Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 4.8% in Q3 2026, selling an estimated $208K and leaving 51,815 shares worth $3.95M. The position accounts for 2.29% of the portfolio, ranked #10.

AGH Wealth Advisors first reported a position in PWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.12M in Q2 2026. 126 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

AGH Wealth Advisors held 51,815 shares of Invesco Large Cap Value ETF worth $3.95M as of Q3 2026.
AGH Wealth Advisors sold 2,600 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $208K.
Invesco Large Cap Value ETF made up 2.29% of AGH Wealth Advisors's portfolio in Q3 2026, its #10 holding.
AGH Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Invesco Large Cap Value ETF position peaked at $4.12M in Q2 2026.
126 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.