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

HighTower 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
Q1 		$1.09M Sell
15,616
-76
-0.5% -$5.25K ﹤0.01% 2124
2025
Q4 		$1.04M Sell
15,692
-80
-0.5% -$5.25K ﹤0.01% 2081
2025
Q3 		$1.03M Sell
15,772
-443
-3% -$28.1K ﹤0.01% 2072
2025
Q2 		$1.01M Sell
16,215
-76
-0.5% -$4.45K ﹤0.01% 2009
2025
Q1 		$969K Sell
16,291
-689
-4% -$40.9K ﹤0.01% 1986
2024
Q4 		$966K Sell
16,980
-3,197
-16% -$189K ﹤0.01% 1986
2024
Q3 		$1.17M Sell
20,177
-27
-0.1% -$1.54K ﹤0.01% 1833
2024
Q2 		$1.11M Buy
20,204
+272
+1% +$15K ﹤0.01% 1783
2024
Q1 		$1.13M Buy
19,932
+5,803
+41% +$306K ﹤0.01% 1735
2023
Q4 		$717K Buy
14,129
+1,142
+9% +$54.2K ﹤0.01% 2044
2023
Q3 		$608K Hold
12,987
– – ﹤0.01% 2097
2023
Q2 		$606K Buy
12,987
+2,180
+20% +$98.8K ﹤0.01% 2057
2023
Q1 		$490K Sell
10,807
-315
-3% -$14.6K ﹤0.01% 2121
2022
Q4 		$524K Hold
11,122
– – ﹤0.01% 2103
2022
Q3 		$464K Sell
11,122
-6,566
-37% -$296K ﹤0.01% 2072
2022
Q2 		$772K Sell
17,688
-1,108
-6% -$52K ﹤0.01% 1793
2022
Q1 		$919K Buy
18,796
+7
+0% +$340 ﹤0.01% 1809
2021
Q4 		$917K Sell
18,789
-571
-3% -$27K ﹤0.01% 1810
2021
Q3 		$860K Buy
19,360
+5
+0% +$224 ﹤0.01% 1743
2021
Q2 		$858K Buy
19,355
+35
+0.2% +$1.56K ﹤0.01% 1730
2021
Q1 		$824K Sell
19,320
-638
-3% -$25.9K ﹤0.01% 1693
2020
Q4 		$771K Buy
19,958
+2,894
+17% +$105K ﹤0.01% 1407
2020
Q3 		$582K Sell
17,064
-17,138
-50% -$590K ﹤0.01% 1501
2020
Q2 		$1.15M Sell
34,202
-9,266
-21% -$306K 0.01% 1044
2020
Q1 		$1.31M Sell
43,468
-210,108
-83% -$7.9M 0.01% 897
2019
Q4 		$10.5M Sell
253,576
-10,366
-4% -$413K 0.06% 320
2019
Q3 		$10.1M Sell
263,942
-70,472
-21% -$2.64M 0.06% 335
2019
Q2 		$12.3M Sell
334,414
-188,436
-36% -$6.81M 0.07% 286
2019
Q1 		$18.5M Sell
522,850
-52,479
-9% -$1.85M 0.12% 177
2018
Q4 		$18.8M Buy
+575,329
New +$20.3M 0.14% 144
2014
Q4 		– Sell
-36,399
Closed -$1.11M – 1649
2014
Q3 		$1.11M Buy
36,399
+2,203
+6% +$67.7K 0.02% 747
2014
Q2 		$1.04M Buy
34,196
+3,530
+12% +$105K 0.02% 797
2014
Q1 		$892K Buy
30,666
+8,069
+36% +$227K 0.02% 783
2013
Q4 		$642K Buy
22,597
+845
+4% +$23K 0.01% 860
2013
Q3 		$563K Buy
21,752
+5,182
+31% +$136K 0.01% 803
2013
Q2 		$419K Buy
+16,570
New +$420K 0.01% 869

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

HighTower Advisors's PWV Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 0.48% in Q1 2026, selling an estimated $5.25K and leaving 15,616 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

HighTower Advisors first reported a position in PWV in Q2 2013 and has held it in 36 quarters since. The position peaked at $18.8M in Q4 2018. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • HighTower Advisors held 15,616 shares of Invesco Large Cap Value ETF worth $1.09M as of Q1 2026.
  • HighTower Advisors sold 76 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $5.25K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2124 holding.
  • HighTower Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2013 and has held it in 36 quarters since.
  • HighTower Advisors's Invesco Large Cap Value ETF position peaked at $18.8M in Q4 2018.
  • 182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.