HAP
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Harbor Asset Planning’s Invesco Large Cap Value ETF PWV Stock Holding History

Harbor Asset Planning’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 		$199K Buy
2,627
+14
+0.5% +$1.03K 0.15% 103
2026
Q1 		$182K Buy
2,613
+14
+0.5% +$966 0.15% 104
2025
Q4 		$173K Buy
2,599
+10
+0.4% +$656 0.15% 99
2025
Q3 		$169K Buy
2,589
+12
+0.5% +$760 0.15% 97
2025
Q2 		$160K Buy
+2,577
New +$151K 0.15% 98

Other funds holding PWV

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWA
AGH Wealth Advisors Wichita, Kansas $158M AUM 34.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Harbor Asset Planning's PWV Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco Large Cap Value ETF (PWV) stake by 0.54% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,627 shares worth $199K. The position accounts for 0.15% of the portfolio, ranked #103.

Harbor Asset Planning first reported a position in PWV in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Harbor Asset Planning held 2,627 shares of Invesco Large Cap Value ETF worth $199K as of Q2 2026.
  • Harbor Asset Planning bought 14 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.03K.
  • Invesco Large Cap Value ETF made up 0.15% of Harbor Asset Planning's portfolio in Q2 2026, its #103 holding.
  • Harbor Asset Planning first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.