Hegarty Advisors
PWV icon

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
Q3 		$372K Sell
4,882
-566
-10% -$45.3K 0.23% 51
2026
Q2 		$413K Buy
+5,448
New +$400K 0.28% 49

Other funds holding PWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hegarty Advisors's PWV Position: Q3 2026 in Review

Hegarty Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 10% in Q3 2026, selling an estimated $45.3K and leaving 4,882 shares worth $372K. The position accounts for 0.23% of the portfolio, ranked #51.

Hegarty Advisors first reported a position in PWV in Q2 2026 and has held it in 2 quarters since. The position peaked at $413K in Q2 2026. 137 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • Hegarty Advisors held 4,882 shares of Invesco Large Cap Value ETF worth $372K as of Q3 2026.
  • Hegarty Advisors sold 566 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $45.3K.
  • Invesco Large Cap Value ETF made up 0.23% of Hegarty Advisors's portfolio in Q3 2026, its #51 holding.
  • Hegarty Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Hegarty Advisors's Invesco Large Cap Value ETF position peaked at $413K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.