Arax Advisory Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Arax Advisory Partners’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	$179K	Buy	2,362 +1,912	+425%	+$141K	﹤0.01%	2326
2026 Q1	$31.4K	Hold	450	–	–	﹤0.01%	1876
2025 Q4	$29.9K	Hold	450	–	–	﹤0.01%	1897
2025 Q3	$29.3K	Hold	450	–	–	﹤0.01%	2095
2025 Q2	$28K	Buy	+450	New	+$26.3K	﹤0.01%	1513

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

Arax Advisory Partners's PWV Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco Large Cap Value ETF (PWV) stake by 425% in Q2 2026, buying an estimated $141K and bringing the position to 2,362 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Arax Advisory Partners 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.

Arax Advisory Partners held 2,362 shares of Invesco Large Cap Value ETF worth $179K as of Q2 2026.
Arax Advisory Partners bought 1,912 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $141K.
Invesco Large Cap Value ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2326 holding.
Arax Advisory Partners 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.