Howard Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Howard Wealth Management’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	$982K	Hold	12,872	–	–	0.35%	61
2026 Q2	$975K	Hold	12,872	–	–	0.36%	60
2026 Q1	$897K	Sell	12,872 -188	-1%	-$13K	0.38%	62
2025 Q4	$869K	Sell	13,060 -187	-1%	-$12.3K	0.38%	61
2025 Q3	$864K	Sell	13,247 -200	-1%	-$12.7K	0.4%	65
2025 Q2	$836K	Hold	13,447	–	–	0.42%	64
2025 Q1	$800K	Hold	13,447	–	–	0.45%	59
2024 Q4	$765K	Sell	13,447 -38	-0.3%	-$2.25K	0.41%	61
2024 Q3	$786K	Hold	13,485	–	–	0.46%	57
2024 Q2	$742K	Hold	13,485	–	–	0.59%	47
2024 Q1	$764K	Hold	13,485	–	–	0.62%	41
2023 Q4	$684K	Hold	13,485	–	–	0.57%	43
2023 Q3	$631K	Hold	13,485	–	–	0.58%	41
2023 Q2	$629K	Hold	13,485	–	–	0.55%	41
2023 Q1	$611K	Hold	13,485	–	–	0.51%	50
2022 Q4	$635K	Hold	13,485	–	–	0.52%	50
2022 Q3	$561K	Hold	13,485	–	–	0.4%	58
2022 Q2	$588K	Hold	13,485	–	–	0.62%	32
2022 Q1	$659K	Hold	13,485	–	–	0.36%	62
2021 Q4	$657K	Hold	13,485	–	–	0.35%	67
2021 Q3	$599K	Hold	13,485	–	–	0.33%	71
2021 Q2	$598K	Hold	13,485	–	–	0.33%	71
2021 Q1	$575K	Hold	13,485	–	–	0.34%	72
2020 Q4	$519K	Sell	13,485 -1,250	-8%	-$45.4K	0.32%	75
2020 Q3	$501K	Hold	14,735	–	–	0.36%	66
2020 Q2	$494K	Hold	14,735	–	–	0.4%	61
2020 Q1	$443K	Hold	14,735	–	–	0.47%	53
2019 Q4	$609K	Buy	+14,735	New	+$587K	0.51%	45

Other funds holding PWV

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

AGH Wealth Advisors Wichita, Kansas $172M AUM 28.24% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Willner & Heller Encino, California $158M AUM 34.54% 1-Year Est. Return

Howard Wealth Management's PWV Position: Q3 2026 in Review

Howard Wealth Management held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 12,872 shares worth $982K. The position accounts for 0.35% of the portfolio, ranked #61.

Howard Wealth Management first reported a position in PWV in Q4 2019 and has held it in 28 quarters since. 61 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Howard Wealth Management held 12,872 shares of Invesco Large Cap Value ETF worth $982K as of Q3 2026.
Howard Wealth Management left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
Invesco Large Cap Value ETF made up 0.35% of Howard Wealth Management's portfolio in Q3 2026, its #61 holding.
Howard Wealth Management first reported a position in Invesco Large Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
61 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.