Bedel Financial Consulting’s Invesco Large Cap Value ETF PWV Stock Holding History

Bedel Financial Consulting’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	–	Sell	-8,832	Closed	-$588K	–	305
2025 Q4	$588K	Hold	8,832	–	–	0.06%	149
2025 Q3	$576K	Hold	8,832	–	–	0.07%	144
2025 Q2	$549K	Hold	8,832	–	–	0.07%	144
2025 Q1	$509K	Hold	8,832	–	–	0.07%	145
2024 Q4	$532K	Hold	8,832	–	–	0.07%	143
2024 Q3	$515K	Hold	8,832	–	–	0.07%	137
2024 Q2	$486K	Hold	8,832	–	–	0.07%	138
2024 Q1	$501K	Hold	8,832	–	–	0.08%	134
2023 Q4	$448K	Hold	8,832	–	–	0.08%	137
2023 Q3	$413K	Hold	8,832	–	–	0.08%	138
2023 Q2	$412K	Hold	8,832	–	–	0.09%	138
2023 Q1	$400K	Sell	8,832 -1,908	-18%	-$88.7K	0.1%	135
2022 Q4	$505K	Hold	10,740	–	–	0.13%	107
2022 Q3	$503K	Hold	10,740	–	–	0.13%	107
2022 Q2	$469K	Hold	10,740	–	–	0.14%	109
2022 Q1	$525K	Hold	10,740	–	–	0.17%	87
2021 Q4	$524K	Hold	10,740	–	–	0.16%	89
2021 Q3	$478K	Hold	10,740	–	–	0.16%	91
2021 Q2	$477K	Sell	10,740 -1,800	-14%	-$80.3K	0.17%	94
2021 Q1	$535K	Hold	12,540	–	–	0.21%	75
2020 Q4	$484K	Hold	12,540	–	–	0.21%	69
2020 Q3	$427K	Hold	12,540	–	–	0.21%	69
2020 Q2	$421K	Hold	12,540	–	–	0.23%	65
2020 Q1	$378K	Hold	12,540	–	–	0.25%	66
2019 Q4	$519K	Hold	12,540	–	–	0.29%	60
2019 Q3	$481K	Hold	12,540	–	–	0.29%	65
2019 Q2	$462K	Hold	12,540	–	–	0.28%	69
2019 Q1	$444K	Hold	12,540	–	–	0.28%	69
2018 Q4	$409K	Hold	12,540	–	–	0.29%	66
2018 Q3	$452K	Hold	12,540	–	–	0.3%	69
2018 Q2	$447K	Hold	12,540	–	–	0.33%	66
2018 Q1	$458K	Hold	12,540	–	–	0.35%	58
2017 Q4	$487K	Buy	+12,540	New	+$482K	0.44%	55

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Bedel Financial Consulting's PWV Position: Q1 2026 in Review

Bedel Financial Consulting sold out of Invesco Large Cap Value ETF (PWV) in Q1 2026, closing a stake of 8,832 shares — an estimated $588K sold.

Bedel Financial Consulting first reported a position in PWV in Q4 2017 and held it in 33 quarters. The position peaked at $588K in Q4 2025. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Bedel Financial Consulting reported no remaining Invesco Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Bedel Financial Consulting sold 8,832 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $588K.
Bedel Financial Consulting first reported a position in Invesco Large Cap Value ETF in Q4 2017 and held it in 33 quarters.
Bedel Financial Consulting's Invesco Large Cap Value ETF position peaked at $588K in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.