IAG Wealth Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

IAG Wealth Partners’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	$25M	Buy	330,061 +7,143	+2%	+$525K	2.48%	14
2026 Q1	$22.5M	Sell	322,918 -920	-0.3%	-$63.5K	2.51%	12
2025 Q4	$21.5M	Buy	323,838 +6,905	+2%	+$453K	2.49%	14
2025 Q3	$20.7M	Buy	316,933 +6,876	+2%	+$435K	2.48%	14
2025 Q2	$19.3M	Buy	310,057 +20,025	+7%	+$1.17M	2.55%	13
2025 Q1	$17.3M	Buy	290,032 +6,694	+2%	+$397K	2.68%	13
2024 Q4	$16.1M	Sell	283,338 -19,263	-6%	-$1.14M	2.84%	10
2024 Q3	$17.6M	Buy	302,601 +5,763	+2%	+$328K	3.26%	9
2024 Q2	$16.3M	Buy	+296,838	New	+$16.4M	3.28%	10

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

IAG Wealth Partners's PWV Position: Q2 2026 in Review

IAG Wealth Partners increased its Invesco Large Cap Value ETF (PWV) stake by 2.2% in Q2 2026, buying an estimated $525K and bringing the position to 330,061 shares worth $25M. The position accounts for 2.48% of the portfolio, ranked #14.

IAG Wealth Partners first reported a position in PWV in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

IAG Wealth Partners held 330,061 shares of Invesco Large Cap Value ETF worth $25M as of Q2 2026.
IAG Wealth Partners bought 7,143 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $525K.
Invesco Large Cap Value ETF made up 2.48% of IAG Wealth Partners's portfolio in Q2 2026, its #14 holding.
IAG Wealth Partners first reported a position in Invesco Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.