Evolution Advisers’s Invesco Large Cap Value ETF PWV Stock Holding History

Evolution Advisers’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	$1.66M	Sell	23,796 -504	-2%	-$34.8K	0.7%	17
2025 Q4	$1.62M	Hold	24,300	–	–	0.7%	17
2025 Q3	$1.58M	Hold	24,300	–	–	0.71%	16
2025 Q2	$1.51M	Hold	24,300	–	–	0.74%	17
2025 Q1	$1.45M	Hold	24,300	–	–	0.76%	16
2024 Q4	$1.38M	Hold	24,300	–	–	0.76%	17
2024 Q3	$1.42M	Sell	24,300 -396	-2%	-$22.5K	0.77%	15
2024 Q2	$1.36M	Hold	24,696	–	–	0.78%	15
2024 Q1	$1.4M	Hold	24,696	–	–	0.83%	14
2023 Q4	$1.26M	Sell	24,696 -148	-0.6%	-$7.03K	0.8%	14
2023 Q3	$1.16M	Sell	24,844 -57	-0.2%	-$2.72K	0.84%	14
2023 Q2	$1.16M	Hold	24,901	–	–	0.82%	14
2023 Q1	$1.13M	Hold	24,901	–	–	0.81%	14
2022 Q4	$1.17M	Hold	24,901	–	–	0.91%	14
2022 Q3	$1.04M	Hold	24,901	–	–	0.9%	14
2022 Q2	$1.1M	Hold	24,901	–	–	0.9%	14
2022 Q1	$1.22M	Sell	24,901 -264	-1%	-$12.8K	0.9%	14
2021 Q4	$1.23M	Buy	+25,165	New	+$1.19M	0.9%	14

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 $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

Evolution Advisers's PWV Position: Q1 2026 in Review

Evolution Advisers reduced its Invesco Large Cap Value ETF (PWV) stake by 2.1% in Q1 2026, selling an estimated $34.8K and leaving 23,796 shares worth $1.66M. The position accounts for 0.7% of the portfolio, ranked #17.

Evolution Advisers first reported a position in PWV in Q4 2021 and has held it in 18 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Evolution Advisers held 23,796 shares of Invesco Large Cap Value ETF worth $1.66M as of Q1 2026.
Evolution Advisers sold 504 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $34.8K.
Invesco Large Cap Value ETF made up 0.7% of Evolution Advisers's portfolio in Q1 2026, its #17 holding.
Evolution Advisers first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.