Capstone Wealth Management Group (Pennsylvania)’s Invesco Large Cap Value ETF PWV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$4.8M	Sell	63,358 -4,895	-7%	-$360K	1.69%	21
2026 Q1	$4.76M	Buy	68,253 +839	+1%	+$57.9K	1.99%	16
2025 Q4	$4.48M	Buy	67,414 +3,577	+6%	+$235K	1.88%	18
2025 Q3	$4.16M	Buy	+63,837	New	+$4.04M	1.76%	19

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

Capstone Wealth Management Group (Pennsylvania)'s PWV Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Invesco Large Cap Value ETF (PWV) stake by 7.2% in Q2 2026, selling an estimated $360K and leaving 63,358 shares worth $4.8M. The position accounts for 1.69% of the portfolio, ranked #21.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PWV in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 63,358 shares of Invesco Large Cap Value ETF worth $4.8M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) sold 4,895 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $360K.
Invesco Large Cap Value ETF made up 1.69% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #21 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.