Alpha Financial Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Alpha Financial 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	$258K	Hold	3,405	–	–	0.07%	79
2026 Q1	$237K	Hold	3,405	–	–	0.07%	55
2025 Q4	$226K	Hold	3,405	–	–	0.07%	63
2025 Q3	$222K	Hold	3,405	–	–	0.08%	60
2025 Q2	$212K	Buy	+3,405	New	+$199K	0.08%	60

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

Alpha Financial Advisors's PWV Position: Q2 2026 in Review

Alpha Financial Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 3,405 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #79.

Alpha Financial Advisors first reported a position in PWV in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Alpha Financial Advisors held 3,405 shares of Invesco Large Cap Value ETF worth $258K as of Q2 2026.
Alpha Financial Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.07% of Alpha Financial Advisors's portfolio in Q2 2026, its #79 holding.
Alpha Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.