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

Hegarty 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 		$413K Buy
+5,448
New +$400K 0.28% 49

Other funds holding PWV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
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
SA
SPWM Advisors Traverse City, Michigan $108M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hegarty Advisors's PWV Position: Q2 2026 in Review

Hegarty Advisors opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2026: 5,448 shares worth $413K. The stake represents 0.28% of the portfolio and ranks #49 among its holdings.

121 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Hegarty Advisors held 5,448 shares of Invesco Large Cap Value ETF worth $413K as of Q2 2026.
  • Invesco Large Cap Value ETF was a new Hegarty Advisors position in Q2 2026.
  • Invesco Large Cap Value ETF made up 0.28% of Hegarty Advisors's portfolio in Q2 2026, its #49 holding.
  • 121 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.