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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 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

Horizon Family Wealth's PWV Position: Q1 2026 in Review

Horizon Family Wealth increased its Invesco Large Cap Value ETF (PWV) stake by 0.49% in Q1 2026, buying an estimated $17.6K and bringing the position to 52,364 shares worth $3.65M. The position accounts for 1.93% of the portfolio, ranked #14.

Horizon Family Wealth first reported a position in PWV in Q4 2021 and has held it in 18 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Horizon Family Wealth held 52,364 shares of Invesco Large Cap Value ETF worth $3.65M as of Q1 2026.
Horizon Family Wealth bought 255 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $17.6K.
Invesco Large Cap Value ETF made up 1.93% of Horizon Family Wealth's portfolio in Q1 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 18 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.