Garden State Investment Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Garden State Investment Advisory Services’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	$339K	Buy	4,469 +17	+0.4%	+$1.25K	0.06%	228
2026 Q1	$310K	Buy	4,452 +1	+0%	+$69	0.07%	223
2025 Q4	$296K	Buy	4,451 +811	+22%	+$53.2K	0.07%	230
2025 Q3	$237K	Buy	3,640 +10	+0.3%	+$633	0.05%	254
2025 Q2	$226K	Buy	3,630 +14	+0.4%	+$819	0.06%	259
2025 Q1	$215K	Buy	3,616 +10	+0.3%	+$593	0.07%	232
2024 Q4	$205K	Buy	3,606 +11	+0.3%	+$651	0.06%	233
2024 Q3	$210K	Sell	3,595 -99	-3%	-$5.64K	0.07%	210
2024 Q2	$203K	Buy	+3,694	New	+$204K	0.07%	215
2023 Q1	–	Sell	-4,270	Closed	-$201K	–	241
2022 Q4	$201K	Buy	+4,270	New	+$198K	0.12%	172

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

Garden State Investment Advisory Services's PWV Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Invesco Large Cap Value ETF (PWV) stake by 0.38% in Q2 2026, buying an estimated $1.25K and bringing the position to 4,469 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #228.

Garden State Investment Advisory Services first reported a position in PWV in Q4 2022 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Garden State Investment Advisory Services held 4,469 shares of Invesco Large Cap Value ETF worth $339K as of Q2 2026.
Garden State Investment Advisory Services bought 17 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.25K.
Invesco Large Cap Value ETF made up 0.06% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #228 holding.
Garden State Investment Advisory Services first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.