Goldstein Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Goldstein Advisors’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	$306K	Hold	4,039	–	–	0.03%	186
2026 Q1	$282K	Sell	4,039 -421	-9%	-$29.1K	0.03%	161
2025 Q4	$297K	Hold	4,460	–	–	0.03%	148
2025 Q3	$291K	Hold	4,460	–	–	0.04%	148
2025 Q2	$277K	Hold	4,460	–	–	0.04%	143
2025 Q1	$265K	Buy	4,460 +46	+1%	+$2.73K	0.04%	148
2024 Q4	$251K	Sell	4,414 -18	-0.4%	-$1.06K	0.04%	154
2024 Q3	$258K	Hold	4,432	–	–	0.04%	148
2024 Q2	$244K	Hold	4,432	–	–	0.04%	138
2024 Q1	$251K	Sell	4,432 -121	-3%	-$6.38K	0.04%	135
2023 Q4	$231K	Sell	4,553 -24	-0.5%	-$1.14K	0.04%	166
2023 Q3	$214K	Hold	4,577	–	–	0.04%	135
2023 Q2	$213K	Buy	4,577 +5	+0.1%	+$227	0.04%	138
2023 Q1	$207K	Hold	4,572	–	–	0.05%	135
2022 Q4	$215K	Buy	+4,572	New	+$212K	0.05%	128

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

Goldstein Advisors's PWV Position: Q2 2026 in Review

Goldstein Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 4,039 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #186.

Goldstein Advisors first reported a position in PWV in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Goldstein Advisors held 4,039 shares of Invesco Large Cap Value ETF worth $306K as of Q2 2026.
Goldstein Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #186 holding.
Goldstein Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.