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

EP Wealth 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	$391K	Buy	5,155 +1,861	+56%	+$137K	﹤0.01%	1148
2026 Q1	$230K	Sell	3,294 -1,769	-35%	-$122K	﹤0.01%	1326
2025 Q4	$337K	Buy	+5,063	New	+$332K	﹤0.01%	1073
2025 Q2	$196K	Hold	3,155	–	–	﹤0.01%	1264
2025 Q1	$188K	Buy	+3,155	New	+$187K	﹤0.01%	1150

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

EP Wealth Advisors's PWV Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 56% in Q2 2026, buying an estimated $137K and bringing the position to 5,155 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

EP Wealth Advisors first reported a position in PWV in Q1 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

EP Wealth Advisors held 5,155 shares of Invesco Large Cap Value ETF worth $391K as of Q2 2026.
EP Wealth Advisors bought 1,861 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $137K.
Invesco Large Cap Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1148 holding.
EP Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.