Clearstead Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Clearstead Advisors’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	$619K	Buy	8,172 +11	+0.1%	+$809	0.01%	679
2026 Q1	$569K	Buy	8,161 +10	+0.1%	+$690	0.01%	681
2025 Q4	$542K	Buy	8,151 +9	+0.1%	+$591	0.01%	631
2025 Q3	$531K	Buy	8,142 +9	+0.1%	+$570	0.01%	618
2025 Q2	$505K	Buy	8,133 +14	+0.2%	+$819	0.01%	611
2025 Q1	$483K	Buy	8,119 +14	+0.2%	+$830	0.01%	587
2024 Q4	$461K	Buy	8,105 +11	+0.1%	+$651	0.01%	599
2024 Q3	$472K	Buy	8,094 +10	+0.1%	+$569	0.01%	591
2024 Q2	$445K	Buy	8,084 +12	+0.1%	+$663	0.01%	566
2024 Q1	$450K	Buy	8,072 +9	+0.1%	+$475	0.02%	324
2023 Q4	$409K	Buy	+8,063	New	+$383K	0.02%	345

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

Clearstead Advisors's PWV Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 0.13% in Q2 2026, buying an estimated $809 and bringing the position to 8,172 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #679.

Clearstead Advisors first reported a position in PWV in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Clearstead Advisors held 8,172 shares of Invesco Large Cap Value ETF worth $619K as of Q2 2026.
Clearstead Advisors bought 11 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $809.
Invesco Large Cap Value ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #679 holding.
Clearstead Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.