FFO
PWV icon

Fortitude Family Office’s Invesco Large Cap Value ETF PWV Stock Holding History

Fortitude Family Office’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 		$17.8K Hold
235
– – ﹤0.01% 563
2026
Q1 		$16.4K Sell
235
-233
-50% -$16.1K ﹤0.01% 483
2025
Q4 		$31.1K Buy
+468
New +$30.7K 0.01% 312

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

Fortitude Family Office's PWV Position: Q2 2026 in Review

Fortitude Family Office held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 235 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Fortitude Family Office first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.1K in Q4 2025. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Fortitude Family Office held 235 shares of Invesco Large Cap Value ETF worth $17.8K as of Q2 2026.
  • Fortitude Family Office left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #563 holding.
  • Fortitude Family Office first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortitude Family Office's Invesco Large Cap Value ETF position peaked at $31.1K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.