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 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 $1.66T 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

Howe & Rusling's PWV Position: Q1 2026 in Review

Howe & Rusling held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 2,694 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #300.

Howe & Rusling first reported a position in PWV in Q3 2017 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Howe & Rusling held 2,694 shares of Invesco Large Cap Value ETF worth $188K as of Q1 2026.
Howe & Rusling left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #300 holding.
Howe & Rusling first reported a position in Invesco Large Cap Value ETF in Q3 2017 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.