Atlas Private Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Atlas Private 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 Q1	$16.7M	Buy	239,544 +6,396	+3%	+$441K	3.93%	8
2025 Q4	$15.5M	Buy	233,148 +12,867	+6%	+$845K	3.62%	9
2025 Q3	$14.4M	Sell	220,281 -229,082	-51%	-$14.5M	3.52%	9
2025 Q2	$27.9M	Sell	449,363 -7,220	-2%	-$422K	3.59%	6
2025 Q1	$27.2M	Buy	456,583 +179,281	+65%	+$10.6M	3.79%	6
2024 Q4	$15.8M	Buy	277,302 +40,436	+17%	+$2.39M	2.24%	14
2024 Q3	$13.8M	Sell	236,866 -89,302	-27%	-$5.08M	2%	15
2024 Q2	$18M	Buy	326,168 +149,097	+84%	+$8.24M	2.92%	10
2024 Q1	$10M	Sell	177,071 -213,810	-55%	-$11.3M	3.35%	9
2023 Q4	$19.8M	Sell	390,881 -373,249	-49%	-$17.7M	3.69%	9
2023 Q3	$35.8M	Sell	764,130 -3,090	-0.4%	-$147K	6.76%	2
2023 Q2	$35.8M	Buy	767,220 +427,298	+126%	+$19.4M	7.25%	3
2023 Q1	$15.4M	Buy	339,922 +48,067	+16%	+$2.23M	7.11%	4
2022 Q4	$13.7M	Buy	291,855 +45,424	+18%	+$2.11M	7.32%	2
2022 Q3	$10.3M	Buy	246,431 +37,026	+18%	+$1.67M	6.16%	3
2022 Q2	$9.14M	Buy	+209,405	New	+$9.83M	5.48%	3

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 $71.6B AUM 21.08% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Atlas Private Wealth Advisors's PWV Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 2.7% in Q1 2026, buying an estimated $441K and bringing the position to 239,544 shares worth $16.7M. The position accounts for 3.93% of the portfolio, ranked #8.

Atlas Private Wealth Advisors first reported a position in PWV in Q2 2022 and has held it in 16 quarters since. The position peaked at $35.8M in Q2 2023. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Atlas Private Wealth Advisors held 239,544 shares of Invesco Large Cap Value ETF worth $16.7M as of Q1 2026.
Atlas Private Wealth Advisors bought 6,396 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $441K.
Invesco Large Cap Value ETF made up 3.93% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Atlas Private Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
Atlas Private Wealth Advisors's Invesco Large Cap Value ETF position peaked at $35.8M in Q2 2023.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.