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

Evercore 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 Q1	$1.24M	Hold	17,782	–	–	0.02%	202
2025 Q4	$1.18M	Hold	17,782	–	–	0.02%	203
2025 Q3	$1.16M	Hold	17,782	–	–	0.02%	206
2025 Q2	$1.1M	Hold	17,782	–	–	0.02%	206
2025 Q1	$1.06M	Hold	17,782	–	–	0.02%	214
2024 Q4	$1.01M	Hold	17,782	–	–	0.02%	217
2024 Q3	$1.04M	Hold	17,782	–	–	0.02%	217
2024 Q2	$979K	Hold	17,782	–	–	0.02%	217
2024 Q1	$1.01M	Hold	17,782	–	–	0.02%	215
2023 Q4	$902K	Hold	17,782	–	–	0.02%	225
2023 Q3	$832K	Hold	17,782	–	–	0.02%	226
2023 Q2	$829K	Hold	17,782	–	–	0.02%	231
2023 Q1	$805K	Hold	17,782	–	–	0.02%	229
2022 Q4	$837K	Hold	17,782	–	–	0.02%	225
2022 Q3	$741K	Hold	17,782	–	–	0.02%	225
2022 Q2	$776K	Hold	17,782	–	–	0.02%	226
2022 Q1	$870K	Hold	17,782	–	–	0.02%	239
2021 Q4	$867K	Hold	17,782	–	–	0.01%	241
2021 Q3	$791K	Hold	17,782	–	–	0.01%	243
2021 Q2	$789K	Hold	17,782	–	–	0.01%	249
2021 Q1	$759K	Hold	17,782	–	–	0.02%	248
2020 Q4	$686K	Hold	17,782	–	–	0.01%	251
2020 Q3	$605K	Hold	17,782	–	–	0.01%	242
2020 Q2	$596K	Hold	17,782	–	–	0.02%	244
2020 Q1	$536K	Hold	17,782	–	–	0.02%	233
2019 Q4	$735K	Hold	17,782	–	–	0.02%	241
2019 Q3	$682K	Buy	+17,782	New	+$665K	0.02%	245
2018 Q1	–	Sell	-6,776	Closed	-$263K	–	689
2017 Q4	$263K	Sell	6,776 -898	-12%	-$34.5K	0.01%	322
2017 Q3	$287K	Sell	7,674 -3,671	-32%	-$134K	0.01%	321
2017 Q2	$411K	Sell	11,345 -18,600	-62%	-$660K	0.02%	279
2017 Q1	$1.06M	Sell	29,945 -83	-0.3%	-$2.9K	0.04%	175
2016 Q4	$1.01M	Sell	30,028 -8,916	-23%	-$289K	0.04%	177
2016 Q3	$1.23M	Buy	+38,944	New	+$1.23M	0.05%	166

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 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 $457M AUM 21.4% 1-Year Est. Return

Evercore Wealth Management's PWV Position: Q1 2026 in Review

Evercore Wealth Management held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 17,782 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #202.

Evercore Wealth Management first reported a position in PWV in Q3 2016 and has held it in 33 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Evercore Wealth Management held 17,782 shares of Invesco Large Cap Value ETF worth $1.24M as of Q1 2026.
Evercore Wealth Management left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #202 holding.
Evercore Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2016 and has held it in 33 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.