Focus Partners Wealth
PWV icon

Focus Partners Wealth’s Invesco Large Cap Value ETF PWV Stock Holding History

Focus Partners Wealth’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 		$1.37M Sell
18,080
-124
-0.7% -$9.12K ﹤0.01% 1509
2026
Q1 		$1.27M Buy
18,204
+7,106
+64% +$490K ﹤0.01% 1513
2025
Q4 		$738K Buy
11,098
+3,051
+38% +$200K ﹤0.01% 1763
2025
Q3 		$525K Hold
8,047
– – ﹤0.01% 1597
2025
Q2 		$500K Hold
8,047
– – ﹤0.01% 1441
2025
Q1 		$479K Hold
8,047
– – ﹤0.01% 1362
2024
Q4 		$458K Buy
8,047
+2,902
+56% +$172K ﹤0.01% 1373
2024
Q3 		$300K Buy
+5,145
New +$293K ﹤0.01% 1331

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

Focus Partners Wealth's PWV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco Large Cap Value ETF (PWV) stake by 0.68% in Q2 2026, selling an estimated $9.12K and leaving 18,080 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Focus Partners Wealth first reported a position in PWV in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Focus Partners Wealth held 18,080 shares of Invesco Large Cap Value ETF worth $1.37M as of Q2 2026.
  • Focus Partners Wealth sold 124 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $9.12K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1509 holding.
  • Focus Partners Wealth first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.