Firestone Capital Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Firestone Capital 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 Q2	$2.83M	Hold	37,363	–	–	0.53%	37
2026 Q1	$2.6M	Hold	37,363	–	–	0.54%	39
2025 Q4	$2.49M	Sell	37,363 -150	-0.4%	-$9.85K	0.53%	41
2025 Q3	$2.45M	Hold	37,513	–	–	0.53%	39
2025 Q2	$2.33M	Buy	+37,513	New	+$2.19M	0.55%	39
2025 Q1	–	Sell	-37,513	Closed	-$2.13M	–	158
2024 Q4	$2.13M	Hold	37,513	–	–	0.53%	40
2024 Q3	$2.19M	Sell	37,513 -702	-2%	-$40K	0.55%	39
2024 Q2	$2.1M	Hold	38,215	–	–	0.57%	37
2024 Q1	$2.17M	Sell	38,215 -1,300	-3%	-$68.6K	0.6%	35
2023 Q4	$2M	Hold	39,515	–	–	0.62%	30
2023 Q3	$1.85M	Hold	39,515	–	–	0.63%	32
2023 Q2	$1.85M	Buy	+39,515	New	+$1.79M	0.6%	31
2022 Q4	–	Sell	-39,515	Closed	-$1.65M	–	125
2022 Q3	$1.65M	Hold	39,515	–	–	0.67%	30
2022 Q2	$1.73M	Hold	39,515	–	–	0.67%	30
2022 Q1	$1.93M	Buy	39,515 +700	+2%	+$34K	0.63%	32
2021 Q4	$1.89M	Buy	+38,815	New	+$1.83M	0.6%	34

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

Firestone Capital Management's PWV Position: Q2 2026 in Review

Firestone Capital Management held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 37,363 shares worth $2.83M. The position accounts for 0.53% of the portfolio, ranked #37.

Firestone Capital Management first reported a position in PWV in Q4 2021 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Firestone Capital Management held 37,363 shares of Invesco Large Cap Value ETF worth $2.83M as of Q2 2026.
Firestone Capital Management left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.53% of Firestone Capital Management's portfolio in Q2 2026, its #37 holding.
Firestone Capital Management first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.