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 Q2	$517K	Buy	6,825 +904	+15%	+$66.4K	0.01%	1496
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 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

Atria Investments's PWV Position: Q2 2026 in Review

Atria Investments increased its Invesco Large Cap Value ETF (PWV) stake by 15% in Q2 2026, buying an estimated $66.4K and bringing the position to 6,825 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1496.

Atria Investments first reported a position in PWV in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2018. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Atria Investments held 6,825 shares of Invesco Large Cap Value ETF worth $517K as of Q2 2026.
Atria Investments bought 904 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $66.4K.
Invesco Large Cap Value ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1496 holding.
Atria Investments first reported a position in Invesco Large Cap Value ETF in Q4 2016 and has held it in 11 quarters since.
Atria Investments's Invesco Large Cap Value ETF position peaked at $1.86M in Q3 2018.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.