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 Q2	$1.83M	Buy	24,130 +8,887	+58%	+$653K	0.04%	389
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 $1.89T 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

Ameritas Advisory Services's PWV Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco Large Cap Value ETF (PWV) stake by 58% in Q2 2026, buying an estimated $653K and bringing the position to 24,130 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #389.

Ameritas Advisory Services first reported a position in PWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.7M in Q4 2022. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Ameritas Advisory Services held 24,130 shares of Invesco Large Cap Value ETF worth $1.83M as of Q2 2026.
Ameritas Advisory Services bought 8,887 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $653K.
Invesco Large Cap Value ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #389 holding.
Ameritas Advisory Services first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Invesco Large Cap Value ETF position peaked at $2.7M in Q4 2022.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.