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Cornerstone Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Cornerstone Wealth Management’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 		$894K Sell
11,799
-645
-5% -$47.4K 0.04% 357
2026
Q1 		$867K Hold
12,444
– – 0.04% 334
2025
Q4 		$828K Buy
12,444
+1,446
+13% +$94.9K 0.04% 324
2025
Q3 		$717K Buy
10,998
+190
+2% +$12K 0.04% 342
2025
Q2 		$672K Buy
10,808
+53
+0.5% +$3.1K 0.04% 333
2025
Q1 		$640K Hold
10,755
– – 0.04% 322
2024
Q4 		$612K Hold
10,755
– – 0.04% 315
2024
Q3 		$627K Hold
10,755
– – 0.04% 306
2024
Q2 		$592K Hold
10,755
– – 0.05% 300
2024
Q1 		$610K Sell
10,755
-583
-5% -$30.7K 0.05% 296
2023
Q4 		$575K Sell
11,338
-1
-0% -$47 0.05% 288
2023
Q3 		$531K Buy
11,339
+1
+0% +$48 0.05% 292
2023
Q2 		$529K Hold
11,338
– – 0.05% 297
2023
Q1 		$513K Buy
+11,338
New +$527K 0.05% 281
2022
Q3 		$520K Hold
12,477
– – 0.06% 247
2022
Q2 		$545K Hold
12,477
– – 0.06% 243
2022
Q1 		$610K Buy
12,477
+8,018
+180% +$390K 0.06% 244
2021
Q4 		$219K Buy
+4,459
New +$211K 0.02% 466
2020
Q3 		– Sell
-7,957
Closed -$267K – 411
2020
Q2 		$267K Sell
7,957
-429
-5% -$14.2K 0.04% 296
2020
Q1 		$253K Hold
8,386
– – 0.05% 283
2019
Q4 		$347K Sell
8,386
-70
-0.8% -$2.79K 0.06% 249
2019
Q3 		$324K Sell
8,456
-1
-0% -$37 0.06% 255
2019
Q2 		$312K Sell
8,457
-330
-4% -$11.9K 0.06% 271
2019
Q1 		$236K Hold
8,787
– – 0.03% 453
2018
Q4 		$287K Buy
+8,787
New +$310K 0.06% 265
2018
Q1 		$352K Hold
9,871
– – 0.07% 272
2017
Q4 		$388K Sell
9,871
-60
-0.6% -$2.3K 0.07% 261
2017
Q3 		$375K Hold
9,931
– – 0.08% 254
2017
Q2 		$361K Hold
9,931
– – 0.08% 237
2017
Q1 		$350K Buy
9,931
+1,029
+12% +$35.9K 0.09% 228
2016
Q4 		$303K Sell
8,902
-251
-3% -$8.15K 0.1% 212
2016
Q3 		$286K Buy
+9,153
New +$288K 0.11% 202

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
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
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
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

Cornerstone Wealth Management's PWV Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Invesco Large Cap Value ETF (PWV) stake by 5.2% in Q2 2026, selling an estimated $47.4K and leaving 11,799 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #357.

Cornerstone Wealth Management first reported a position in PWV in Q3 2016 and has held it in 32 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Cornerstone Wealth Management held 11,799 shares of Invesco Large Cap Value ETF worth $894K as of Q2 2026.
  • Cornerstone Wealth Management sold 645 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $47.4K.
  • Invesco Large Cap Value ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Cornerstone Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2016 and has held it in 32 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.