Cary Street Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Cary Street Partners’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	$5.51M	Buy	72,693 +2,585	+4%	+$190K	0.12%	184
2026 Q1	$4.89M	Buy	70,108 +38,458	+122%	+$2.65M	0.12%	181
2025 Q4	$2.11M	Buy	+31,650	New	+$2.08M	0.05%	320

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

Cary Street Partners's PWV Position: Q2 2026 in Review

Cary Street Partners increased its Invesco Large Cap Value ETF (PWV) stake by 3.7% in Q2 2026, buying an estimated $190K and bringing the position to 72,693 shares worth $5.51M. The position accounts for 0.12% of the portfolio, ranked #184.

Cary Street Partners first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Cary Street Partners held 72,693 shares of Invesco Large Cap Value ETF worth $5.51M as of Q2 2026.
Cary Street Partners bought 2,585 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $190K.
Invesco Large Cap Value ETF made up 0.12% of Cary Street Partners's portfolio in Q2 2026, its #184 holding.
Cary Street Partners first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.