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

EverSource 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	$98.1K	Hold	1,295	–	–	﹤0.01%	1398
2026 Q1	$90.3K	Hold	1,295	–	–	﹤0.01%	1495
2025 Q4	$86.1K	Hold	1,295	–	–	﹤0.01%	1396
2025 Q3	$84.4K	Hold	1,295	–	–	﹤0.01%	1374
2025 Q2	$80.5K	Hold	1,295	–	–	﹤0.01%	1326
2025 Q1	$77.1K	Hold	1,295	–	–	﹤0.01%	1016
2024 Q4	$73.7K	Hold	1,295	–	–	﹤0.01%	1023
2024 Q3	$75.5K	Hold	1,295	–	–	﹤0.01%	895
2024 Q2	$74.8K	Sell	1,295 -458	-26%	-$25.3K	0.01%	913
2024 Q1	$95K	Buy	1,753 +458	+35%	+$24.2K	0.01%	727
2023 Q4	$65.7K	Sell	1,295 -105	-8%	-$4.98K	0.01%	796
2023 Q3	$65.5K	Hold	1,400	–	–	0.01%	718
2023 Q2	$65.3K	Hold	1,400	–	–	0.01%	732
2023 Q1	$63.4K	Buy	1,400 +350	+33%	+$16.3K	0.01%	696
2022 Q4	$49.4K	Buy	+1,050	New	+$48.8K	0.01%	769

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

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

EverSource Wealth Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 1,295 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

EverSource Wealth Advisors first reported a position in PWV in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

EverSource Wealth Advisors held 1,295 shares of Invesco Large Cap Value ETF worth $98.1K as of Q2 2026.
EverSource Wealth Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1398 holding.
EverSource Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.