HFW
PWV icon

Horizon Family Wealth’s Invesco Large Cap Value ETF PWV Stock Holding History

Horizon Family Wealth’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 		$3.99M Buy
52,645
+281
+0.5% +$20.7K 1.82% 14
2026
Q1 		$3.65M Buy
52,364
+255
+0.5% +$17.6K 1.93% 14
2025
Q4 		$3.47M Buy
52,109
+213
+0.4% +$14K 1.85% 14
2025
Q3 		$3.38M Buy
51,896
+232
+0.4% +$14.7K 1.94% 13
2025
Q2 		$3.21M Buy
51,664
+365
+0.7% +$21.4K 1.96% 12
2025
Q1 		$3.05M Buy
51,299
+349
+0.7% +$20.7K 2.04% 13
2024
Q4 		$2.9M Buy
50,950
+260
+0.5% +$15.4K 1.93% 12
2024
Q3 		$2.96M Buy
50,690
+265
+0.5% +$15.1K 2.11% 11
2024
Q2 		$2.78M Buy
50,425
+294
+0.6% +$16.2K 2.11% 11
2024
Q1 		$2.84M Buy
50,131
+236
+0.5% +$12.4K 2.19% 11
2023
Q4 		$2.53M Buy
49,895
+268
+0.5% +$12.7K 2.13% 10
2023
Q3 		$2.32M Buy
49,627
+271
+0.5% +$12.9K 2.25% 10
2023
Q2 		$2.3M Buy
49,356
+333
+0.7% +$15.1K 2.2% 11
2023
Q1 		$2.22M Buy
49,023
+281
+0.6% +$13.1K 2.35% 10
2022
Q4 		$2.29M Buy
48,742
+334
+0.7% +$15.5K 2.64% 10
2022
Q3 		$2.02M Buy
48,408
+5,015
+12% +$226K 2.46% 12
2022
Q2 		$1.89M Buy
43,393
+265
+0.6% +$12.4K 2.2% 14
2022
Q1 		$2.11M Hold
43,128
– – 2.09% 13
2021
Q4 		$2.1M Buy
+43,128
New +$2.04M 2.14% 12

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
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
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

Horizon Family Wealth's PWV Position: Q2 2026 in Review

Horizon Family Wealth increased its Invesco Large Cap Value ETF (PWV) stake by 0.54% in Q2 2026, buying an estimated $20.7K and bringing the position to 52,645 shares worth $3.99M. The position accounts for 1.82% of the portfolio, ranked #14.

Horizon Family Wealth first reported a position in PWV in Q4 2021 and has held it in 19 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Horizon Family Wealth held 52,645 shares of Invesco Large Cap Value ETF worth $3.99M as of Q2 2026.
  • Horizon Family Wealth bought 281 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $20.7K.
  • Invesco Large Cap Value ETF made up 1.82% of Horizon Family Wealth's portfolio in Q2 2026, its #14 holding.
  • Horizon Family Wealth first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.