Howe & Rusling’s Invesco Large Cap Value ETF PWV Stock Holding History

Howe & Rusling’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	$204K	Hold	2,694	–	–	0.01%	313
2026 Q1	$188K	Hold	2,694	–	–	0.01%	300
2025 Q4	$179K	Hold	2,694	–	–	0.01%	303
2025 Q3	$176K	Hold	2,694	–	–	0.01%	296
2025 Q2	$167K	Buy	+2,694	New	+$158K	0.01%	290
2017 Q4	–	Sell	-179	Closed	-$7K	–	879
2017 Q3	$7K	Buy	+179	New	+$6.53K	﹤0.01%	531

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

Howe & Rusling's PWV Position: Q2 2026 in Review

Howe & Rusling held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 2,694 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #313.

Howe & Rusling first reported a position in PWV in Q3 2017 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Howe & Rusling held 2,694 shares of Invesco Large Cap Value ETF worth $204K as of Q2 2026.
Howe & Rusling left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #313 holding.
Howe & Rusling first reported a position in Invesco Large Cap Value ETF in Q3 2017 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.