Avaii Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Avaii Wealth Management’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 Q3	$6.86M	Buy	+89,491	New	+$7.16M	1.97%	21

Other funds holding PWV

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Avaii Wealth Management's PWV Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Invesco Large Cap Value ETF (PWV) in Q3 2026: 89,491 shares worth $6.86M. The stake represents 1.97% of the portfolio and ranks #21 among its holdings.

12 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Avaii Wealth Management held 89,491 shares of Invesco Large Cap Value ETF worth $6.86M as of Q3 2026.
Invesco Large Cap Value ETF was a new Avaii Wealth Management position in Q3 2026.
Invesco Large Cap Value ETF made up 1.97% of Avaii Wealth Management's portfolio in Q3 2026, its #21 holding.
12 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.