AWA
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Arkadios Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Arkadios 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
Q2 		$35M Buy
461,900
+74,900
+19% +$5.51M 0.53% 30
2026
Q1 		$27M Buy
387,000
+226,423
+141% +$15.6M 0.44% 42
2025
Q4 		$10.7M Buy
160,577
+54,052
+51% +$3.55M 0.21% 107
2025
Q3 		$6.95M Buy
106,525
+6,351
+6% +$402K 0.17% 139
2025
Q2 		$6.22M Sell
100,174
-12,328
-11% -$721K 0.18% 123
2025
Q1 		$6.69M Sell
112,502
-5,181
-4% -$307K 0.25% 85
2024
Q4 		$6.69M Sell
117,683
-3,867
-3% -$229K 0.37% 56
2024
Q3 		$7.09M Sell
121,550
-21,813
-15% -$1.24M 0.4% 51
2024
Q2 		$7.89M Buy
143,363
+13,441
+10% +$743K 0.53% 34
2024
Q1 		$7.36M Sell
129,922
-22
-0% -$1.16K 0.57% 35
2023
Q4 		$6.59M Buy
129,944
+11,544
+10% +$548K 0.56% 35
2023
Q3 		$5.54M Buy
118,400
+16,178
+16% +$772K 0.53% 40
2023
Q2 		$4.77M Buy
102,222
+3,049
+3% +$138K 0.55% 35
2023
Q1 		$4.49M Buy
99,173
+1,502
+2% +$69.8K 0.53% 39
2022
Q4 		$4.6M Buy
97,671
+26,189
+37% +$1.22M 0.61% 35
2022
Q3 		$2.98M Buy
71,482
+18,216
+34% +$821K 0.45% 57
2022
Q2 		$2.33M Buy
53,266
+10,514
+25% +$493K 0.35% 75
2022
Q1 		$2.09M Buy
42,752
+14,117
+49% +$686K 0.27% 93
2021
Q4 		$1.4M Buy
28,635
+8,503
+42% +$402K 0.18% 132
2021
Q3 		$895K Buy
20,132
+6,630
+49% +$297K 0.13% 179
2021
Q2 		$599K Buy
13,502
+10,291
+320% +$459K 0.07% 289
2021
Q1 		$136K Buy
3,211
+2,821
+723% +$115K 0.02% 480
2020
Q4 		$15K Hold
390
– – ﹤0.01% 846
2020
Q3 		$13.7K Hold
390
– – 0.01% 674
2020
Q2 		$13.2K Hold
390
– – 0.01% 626
2020
Q1 		$11.8K Hold
390
– – 0.01% 605
2019
Q4 		$16.3K Buy
+390
New +$15.5K 0.01% 497

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
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
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Arkadios Wealth Advisors's PWV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 19% in Q2 2026, buying an estimated $5.51M and bringing the position to 461,900 shares worth $35M. The position accounts for 0.53% of the portfolio, ranked #30.

Arkadios Wealth Advisors first reported a position in PWV in Q4 2019 and has held it in 27 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Arkadios Wealth Advisors held 461,900 shares of Invesco Large Cap Value ETF worth $35M as of Q2 2026.
  • Arkadios Wealth Advisors bought 74,900 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $5.51M.
  • Invesco Large Cap Value ETF made up 0.53% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.