Betterment LLC
PWV icon

Betterment LLC’s Invesco Large Cap Value ETF PWV Stock Holding History

Betterment LLC’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
Q3 		– Sell
-3,369
Closed -$209K – 531
2025
Q2 		$209K Sell
3,369
-371
-10% -$21.7K ﹤0.01% 492
2025
Q1 		$223K Sell
3,740
-920
-20% -$54.5K ﹤0.01% 446
2024
Q4 		$265K Buy
4,660
+58
+1% +$3.43K ﹤0.01% 404
2024
Q3 		$268K Buy
4,602
+518
+13% +$29.5K ﹤0.01% 385
2024
Q2 		$225K Buy
+4,084
New +$226K ﹤0.01% 379

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's PWV Position: Q3 2025 in Review

Betterment LLC sold out of Invesco Large Cap Value ETF (PWV) in Q3 2025, closing a stake of 3,369 shares — an estimated $209K sold.

Betterment LLC first reported a position in PWV in Q2 2024 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 169 funds tracked by Wall St. Rank hold PWV as of Q3 2025.

  • Betterment LLC reported no remaining Invesco Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Betterment LLC sold 3,369 Invesco Large Cap Value ETF shares in Q3 2025, an estimated $209K.
  • Betterment LLC first reported a position in Invesco Large Cap Value ETF in Q2 2024 and held it in 5 quarters.
  • Betterment LLC's Invesco Large Cap Value ETF position peaked at $268K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2025.

Based on Betterment LLC's 13F filing for Q3 2025, filed 13 Nov 2025.