Harmony Asset Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Harmony Asset Management’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	$652K	Buy	8,610 +192	+2%	+$14.1K	0.18%	109
2026 Q1	$587K	Buy	8,418 +199	+2%	+$13.7K	0.18%	112
2025 Q4	$547K	Buy	8,219 +65	+0.8%	+$4.27K	0.18%	107
2025 Q3	$532K	Sell	8,154 -175	-2%	-$11.1K	0.18%	107
2025 Q2	$518K	Buy	8,329 +19	+0.2%	+$1.11K	0.19%	110
2025 Q1	$495K	Buy	8,310 +54	+0.7%	+$3.2K	0.21%	104
2024 Q4	$470K	Sell	8,256 -84	-1%	-$4.97K	0.19%	105
2024 Q3	$486K	Buy	8,340 +139	+2%	+$7.91K	0.18%	104
2024 Q2	$451K	Buy	8,201 +16	+0.2%	+$884	0.19%	94
2024 Q1	$464K	Buy	8,185 +1,577	+24%	+$83.2K	0.19%	93
2023 Q4	$335K	Buy	+6,608	New	+$314K	0.14%	102

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

Harmony Asset Management's PWV Position: Q2 2026 in Review

Harmony Asset Management increased its Invesco Large Cap Value ETF (PWV) stake by 2.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 8,610 shares worth $652K. The position accounts for 0.18% of the portfolio, ranked #109.

Harmony Asset Management first reported a position in PWV in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Harmony Asset Management held 8,610 shares of Invesco Large Cap Value ETF worth $652K as of Q2 2026.
Harmony Asset Management bought 192 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $14.1K.
Invesco Large Cap Value ETF made up 0.18% of Harmony Asset Management's portfolio in Q2 2026, its #109 holding.
Harmony Asset Management first reported a position in Invesco Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.