HighPoint Advisor Group’s Invesco Large Cap Value ETF PWV Stock Holding History

HighPoint Advisor Group’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	$440K	Buy	5,810 +20	+0.3%	+$1.47K	0.02%	497
2026 Q1	$404K	Buy	5,790 +17	+0.3%	+$1.17K	0.02%	467
2025 Q4	$384K	Buy	+5,773	New	+$379K	0.01%	757

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

HighPoint Advisor Group's PWV Position: Q2 2026 in Review

HighPoint Advisor Group increased its Invesco Large Cap Value ETF (PWV) stake by 0.35% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,810 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #497.

HighPoint Advisor Group first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

HighPoint Advisor Group held 5,810 shares of Invesco Large Cap Value ETF worth $440K as of Q2 2026.
HighPoint Advisor Group bought 20 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.47K.
Invesco Large Cap Value ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #497 holding.
HighPoint Advisor Group first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.