Harbour Investments’s Invesco Large Cap Value ETF PWV Stock Holding History

Harbour Investments’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	$3.33K	Hold	44	–	–	﹤0.01%	3842
2026 Q1	$3.07K	Hold	44	–	–	﹤0.01%	3771
2025 Q4	$2.93K	Hold	44	–	–	﹤0.01%	3202
2025 Q3	$2.87K	Hold	44	–	–	﹤0.01%	3171
2025 Q2	$2.73K	Hold	44	–	–	﹤0.01%	3048
2025 Q1	$2.62K	Hold	44	–	–	﹤0.01%	3014
2024 Q4	$2.5K	Hold	44	–	–	﹤0.01%	2959
2024 Q3	$2.57K	Hold	44	–	–	﹤0.01%	2852
2024 Q2	$2.42K	Hold	44	–	–	﹤0.01%	2759
2024 Q1	$2.49K	Hold	44	–	–	﹤0.01%	2713
2023 Q4	$2.23K	Sell	44 -435	-91%	-$20.6K	﹤0.01%	2662
2023 Q3	$22.4K	Hold	479	–	–	﹤0.01%	1697
2023 Q2	$22.3K	Hold	479	–	–	﹤0.01%	1719
2023 Q1	$21.7K	Hold	479	–	–	﹤0.01%	1710
2022 Q4	$22.5K	Buy	479 +435	+989%	+$20.2K	﹤0.01%	1626
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	2476
2022 Q2	$2K	Buy	+44	New	+$2.06K	﹤0.01%	2476
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	2429
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	3352
2021 Q2	$2K	Buy	+44	New	+$1.96K	﹤0.01%	3415

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

Harbour Investments's PWV Position: Q2 2026 in Review

Harbour Investments held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 44 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

Harbour Investments first reported a position in PWV in Q2 2021 and has held it in 20 quarters since. The position peaked at $22.5K in Q4 2022. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Harbour Investments held 44 shares of Invesco Large Cap Value ETF worth $3.33K as of Q2 2026.
Harbour Investments left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3842 holding.
Harbour Investments first reported a position in Invesco Large Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
Harbour Investments's Invesco Large Cap Value ETF position peaked at $22.5K in Q4 2022.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.