Benjamin Edwards Inc’s Invesco Large Cap Value ETF PWV Stock Holding History

Benjamin Edwards Inc’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	$743K	Hold	9,808	–	–	0.01%	914
2026 Q1	$684K	Hold	9,808	–	–	0.01%	883
2025 Q4	$652K	Hold	9,808	–	–	0.01%	856
2025 Q3	$640K	Hold	9,808	–	–	0.01%	855
2025 Q2	$609K	Hold	9,808	–	–	0.01%	787
2025 Q1	$584K	Hold	9,808	–	–	0.01%	738
2024 Q4	$558K	Hold	9,808	–	–	0.01%	785
2024 Q3	$572K	Buy	+9,808	New	+$558K	0.01%	757

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

Benjamin Edwards Inc's PWV Position: Q2 2026 in Review

Benjamin Edwards Inc held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 9,808 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #914.

Benjamin Edwards Inc first reported a position in PWV in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Benjamin Edwards Inc held 9,808 shares of Invesco Large Cap Value ETF worth $743K as of Q2 2026.
Benjamin Edwards Inc left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #914 holding.
Benjamin Edwards Inc first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.