EH
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Equitable Holdings’s Invesco Large Cap Value ETF PWV Stock Holding History

Equitable Holdings’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
Q1 		$7.13M Buy
107,076
+1,299
+1% +$89.7K 0.05% 339
2025
Q4 		$7.04M Buy
105,777
+1,033
+1% +$67.8K 0.05% 292
2025
Q3 		$6.83M Buy
104,744
+322
+0.3% +$20.4K 0.05% 284
2025
Q2 		$6.49M Sell
104,422
-616
-0.6% -$36K 0.05% 272
2025
Q1 		$6.25M Buy
105,038
+20,755
+25% +$1.23M 0.06% 254
2024
Q4 		$4.79M Sell
84,283
-1,309
-2% -$77.4K 0.05% 287
2024
Q3 		$4.99M Buy
85,592
+120
+0.1% +$6.83K 0.05% 279
2024
Q2 		$4.7M Sell
85,472
-1,376
-2% -$76K 0.05% 273
2024
Q1 		$4.92M Sell
86,848
-4,482
-5% -$236K 0.06% 244
2023
Q4 		$4.63M Buy
91,330
+790
+0.9% +$37.5K 0.06% 233
2023
Q3 		$4.24M Sell
90,540
-3,356
-4% -$160K 0.06% 224
2023
Q2 		$4.38M Buy
93,896
+1,038
+1% +$47.1K 0.06% 208
2023
Q1 		$4.2M Buy
92,858
+509
+0.6% +$23.6K 0.07% 200
2022
Q4 		$4.35M Sell
92,349
-1,202
-1% -$55.8K 0.08% 176
2022
Q3 		$3.9M Buy
93,551
+2,301
+3% +$104K 0.08% 176
2022
Q2 		$3.98M Buy
91,250
+5,470
+6% +$257K 0.08% 168
2022
Q1 		$4.2M Buy
85,780
+5,378
+7% +$261K 0.07% 180
2021
Q4 		$3.92M Buy
80,402
+697
+0.9% +$32.9K 0.06% 191
2021
Q3 		$3.54M Sell
79,705
-628
-0.8% -$28.1K 0.06% 186
2021
Q2 		$3.56M Sell
80,333
-2,748
-3% -$123K 0.06% 177
2021
Q1 		$3.54M Buy
83,081
+1,116
+1% +$45.4K 0.07% 167
2020
Q4 		$3.16M Sell
81,965
-2,067
-2% -$75.1K 0.07% 168
2020
Q3 		$2.86M Sell
84,032
-1,804
-2% -$62.1K 0.07% 159
2020
Q2 		$2.88M Sell
85,836
-610
-0.7% -$20.1K 0.08% 146
2020
Q1 		$2.6M Sell
86,446
-388
-0.4% -$14.6K 0.09% 135
2019
Q4 		$3.59M Buy
+86,834
New +$3.46M 0.1% 120

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Equitable Holdings's PWV Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Large Cap Value ETF (PWV) stake by 1.2% in Q1 2026, buying an estimated $89.7K and bringing the position to 107,076 shares worth $7.13M. The position accounts for 0.05% of the portfolio, ranked #339.

Equitable Holdings first reported a position in PWV in Q4 2019 and has held it in 26 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • Equitable Holdings held 107,076 shares of Invesco Large Cap Value ETF worth $7.13M as of Q1 2026.
  • Equitable Holdings bought 1,299 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $89.7K.
  • Invesco Large Cap Value ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #339 holding.
  • Equitable Holdings first reported a position in Invesco Large Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.