AI
PWV icon

Atria Investments’s Invesco Large Cap Value ETF PWV Stock Holding History

Atria Investments’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 		$413K Buy
5,921
+54
+0.9% +$3.73K ﹤0.01% 1550
2025
Q4 		$390K Buy
+5,867
New +$385K ﹤0.01% 1587
2018
Q4 		– Sell
-49,863
Closed -$1.86M – 991
2018
Q3 		$1.86M Buy
49,863
+3,951
+9% +$147K 0.07% 245
2018
Q2 		$1.64M Buy
45,912
+844
+2% +$30.7K 0.07% 267
2018
Q1 		$1.65M Buy
45,068
+1,668
+4% +$63.8K 0.08% 240
2017
Q4 		$1.68M Sell
43,400
-784
-2% -$30.1K 0.08% 241
2017
Q3 		$1.65M Buy
44,184
+669
+2% +$24.4K 0.09% 223
2017
Q2 		$1.58M Buy
43,515
+856
+2% +$30.4K 0.1% 219
2017
Q1 		$1.51M Sell
42,659
-1,073
-2% -$37.4K 0.1% 210
2016
Q4 		$1.48M Buy
+43,732
New +$1.42M 0.11% 192

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
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
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return