FP
PWV icon

Financial Perspectives’s Invesco Large Cap Value ETF PWV Stock Holding History

Financial Perspectives’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 		$414K Buy
5,461
+16
+0.3% +$1.18K 0.1% 115
2026
Q1 		$380K Buy
5,445
+14
+0.3% +$966 0.11% 114
2025
Q4 		$361K Buy
5,431
+12
+0.2% +$788 0.1% 118
2025
Q3 		$353K Buy
5,419
+13
+0.2% +$823 0.1% 117
2025
Q2 		$336K Buy
5,406
+20
+0.4% +$1.17K 0.1% 114
2025
Q1 		$321K Buy
5,386
+2
+0% +$119 0.11% 106
2024
Q4 		$306K Buy
5,384
+1
+0% +$59 0.1% 111
2024
Q3 		$314K Buy
5,383
+2
+0% +$114 0.11% 112
2024
Q2 		$296K Buy
5,381
+1
+0% +$55 0.11% 111
2024
Q1 		$305K Sell
5,380
-879
-14% -$46.4K 0.12% 110
2023
Q4 		$318K Buy
6,259
+325
+5% +$15.4K 0.13% 101
2023
Q3 		$278K Buy
5,934
+2
+0% +$95 0.13% 94
2023
Q2 		$277K Buy
5,932
+2
+0% +$91 0.12% 102
2023
Q1 		$269K Buy
5,930
+1
+0% +$46 0.13% 101
2022
Q4 		$279K Buy
5,929
+2
+0% +$93 0.14% 93
2022
Q3 		$247K Buy
5,927
+2
+0% +$90 0.14% 98
2022
Q2 		$259K Buy
5,925
+1
+0% +$47 0.15% 95
2022
Q1 		$290K Sell
5,924
-473
-7% -$23K 0.14% 99
2021
Q4 		$312K Buy
6,397
+170
+3% +$8.04K 0.15% 91
2021
Q3 		$277K Sell
6,227
-241
-4% -$10.8K 0.14% 101
2021
Q2 		$287K Buy
6,468
+8
+0.1% +$357 0.14% 102
2021
Q1 		$276K Buy
6,460
+244
+4% +$9.92K 0.15% 98
2020
Q4 		$240K Sell
6,216
-1,449
-19% -$52.6K 0.14% 104
2020
Q3 		$261K Sell
7,665
-2,692
-26% -$92.7K 0.17% 80
2020
Q2 		$347K Buy
10,357
+2,725
+36% +$89.9K 0.25% 59
2020
Q1 		$230K Buy
7,632
+20
+0.3% +$752 0.19% 67
2019
Q4 		$315K Buy
+7,612
New +$303K 0.21% 58

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
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
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
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

Financial Perspectives's PWV Position: Q2 2026 in Review

Financial Perspectives increased its Invesco Large Cap Value ETF (PWV) stake by 0.29% in Q2 2026, buying an estimated $1.18K and bringing the position to 5,461 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #115.

Financial Perspectives first reported a position in PWV in Q4 2019 and has held it in 27 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Financial Perspectives held 5,461 shares of Invesco Large Cap Value ETF worth $414K as of Q2 2026.
  • Financial Perspectives bought 16 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.18K.
  • Invesco Large Cap Value ETF made up 0.1% of Financial Perspectives's portfolio in Q2 2026, its #115 holding.
  • Financial Perspectives first reported a position in Invesco Large Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.