Ameritas Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Ameritas Advisory Services’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	$1.06M	Sell	15,243 -152	-1%	-$10.5K	0.04%	358
2025 Q4	$1.02M	Sell	15,395 -2,202	-13%	-$145K	0.04%	369
2025 Q3	$1.15M	Buy	17,597 +2,634	+18%	+$167K	0.08%	227
2025 Q2	$930K	Sell	14,963 -10,128	-40%	-$593K	0.05%	367
2025 Q1	$1.44M	Buy	25,091 +233	+0.9%	+$13.8K	0.06%	303
2024 Q4	$1.41M	Sell	24,858 -844	-3%	-$49.9K	0.05%	332
2024 Q3	$1.5M	Sell	25,702 -28	-0.1%	-$1.59K	0.06%	295
2024 Q2	$1.42M	Buy	25,730 +46	+0.2%	+$2.54K	0.05%	324
2024 Q1	$1.41M	Buy	25,684 +8,523	+50%	+$450K	0.06%	304
2023 Q4	$890K	Sell	17,161 -9,306	-35%	-$442K	0.05%	313
2023 Q3	$1.23M	Sell	26,467 -1,367	-5%	-$65.2K	0.06%	293
2023 Q2	$1.28M	Sell	27,834 -6,314	-18%	-$286K	0.16%	142
2023 Q1	$1.55M	Sell	34,148 -23,241	-40%	-$1.08M	0.08%	236
2022 Q4	$2.7M	Buy	57,389 +17,399	+44%	+$808K	0.13%	167
2022 Q3	$1.67M	Sell	39,990 -2,625	-6%	-$118K	0.1%	201
2022 Q2	$1.86M	Buy	42,615 +2,302	+6%	+$108K	0.11%	188
2022 Q1	$1.97M	Buy	40,313 +546	+1%	+$26.5K	0.07%	212
2021 Q4	$1.94M	Buy	+39,767	New	+$1.88M	0.07%	223

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 $79.5B AUM 27.1% 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 $457M AUM 21.4% 1-Year Est. Return

Ameritas Advisory Services's PWV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Invesco Large Cap Value ETF (PWV) stake by 0.99% in Q1 2026, selling an estimated $10.5K and leaving 15,243 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #358.

Ameritas Advisory Services first reported a position in PWV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.7M in Q4 2022. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Ameritas Advisory Services held 15,243 shares of Invesco Large Cap Value ETF worth $1.06M as of Q1 2026.
Ameritas Advisory Services sold 152 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $10.5K.
Invesco Large Cap Value ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #358 holding.
Ameritas Advisory Services first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Invesco Large Cap Value ETF position peaked at $2.7M in Q4 2022.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.