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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,611	Closed	-$393K	–	1803
2025 Q1	$393K	Sell	6,611 -493	-7%	-$29.2K	﹤0.01%	1319
2024 Q4	$404K	Sell	7,104 -6,189	-47%	-$366K	﹤0.01%	1383
2024 Q3	$775K	Sell	13,293 -96	-0.7%	-$5.47K	0.01%	1030
2024 Q2	$737K	Sell	13,389 -28	-0.2%	-$1.55K	0.01%	1033
2024 Q1	$760K	Buy	13,417 +3,525	+36%	+$186K	0.01%	1041
2023 Q4	$502K	Buy	9,892 +57	+0.6%	+$2.71K	0.01%	1210
2023 Q3	$460K	Sell	9,835 -97	-1%	-$4.63K	0.01%	1169
2023 Q2	$463K	Sell	9,932 -407	-4%	-$18.5K	0.01%	1197
2023 Q1	$468K	Buy	10,339 +204	+2%	+$9.48K	0.01%	1180
2022 Q4	$477K	Buy	10,135 +24	+0.2%	+$1.11K	0.01%	1103
2022 Q3	$421K	Buy	10,111 +442	+5%	+$19.9K	0.01%	1124
2022 Q2	$422K	Buy	9,669 +2,250	+30%	+$106K	0.01%	1057
2022 Q1	$363K	Buy	+7,419	New	+$361K	0.01%	1228

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's PWV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Large Cap Value ETF (PWV) in Q2 2025, closing a stake of 6,611 shares — an estimated $393K sold.

Atria Wealth Solutions first reported a position in PWV in Q1 2022 and held it in 13 quarters. The position peaked at $775K in Q3 2024. 169 funds tracked by Wall St. Rank hold PWV as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,611 Invesco Large Cap Value ETF shares in Q2 2025, an estimated $393K.
Atria Wealth Solutions first reported a position in Invesco Large Cap Value ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Invesco Large Cap Value ETF position peaked at $775K in Q3 2024.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.