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

Institute for 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 Q2	$997K	Sell	13,152 -216	-2%	-$15.9K	0.09%	201
2026 Q1	$932K	Sell	13,368 -374	-3%	-$25.8K	0.1%	211
2025 Q4	$914K	Sell	13,742 -573	-4%	-$37.6K	0.1%	210
2025 Q3	$934K	Buy	14,315 +1	+0%	+$63	0.1%	211
2025 Q2	$889K	Sell	14,314 -299	-2%	-$17.5K	0.1%	213
2025 Q1	$870K	Buy	14,613 +2	+0%	+$119	0.11%	204
2024 Q4	$831K	Sell	14,611 -46	-0.3%	-$2.72K	0.1%	208
2024 Q3	$855K	Buy	14,657 +6	+0%	+$342	0.11%	204
2024 Q2	$806K	Sell	14,651 -33	-0.2%	-$1.82K	0.11%	200
2024 Q1	$832K	Buy	14,684 +9	+0.1%	+$475	0.11%	193
2023 Q4	$745K	Buy	14,675 +1	+0%	+$47	0.12%	200
2023 Q3	$687K	Buy	14,674 +7	+0%	+$334	0.12%	197
2023 Q2	$684K	Buy	14,667 +17	+0.1%	+$771	0.12%	204
2023 Q1	$663K	Sell	14,650 -236	-2%	-$11K	0.13%	204
2022 Q4	$701K	Buy	14,886 +10	+0.1%	+$464	0.15%	198
2022 Q3	$620K	Buy	14,876 +426	+3%	+$19.2K	0.14%	193
2022 Q2	$631K	Sell	14,450 -69	-0.5%	-$3.24K	0.12%	208
2022 Q1	$710K	Sell	14,519 -11	-0.1%	-$535	0.11%	221
2021 Q4	$708K	Buy	14,530 +18	+0.1%	+$851	0.12%	214
2021 Q3	$645K	Buy	14,512 +22	+0.2%	+$986	0.11%	223
2021 Q2	$643K	Buy	14,490 +8	+0.1%	+$357	0.11%	218
2021 Q1	$618K	Buy	14,482 +14	+0.1%	+$569	0.12%	216
2020 Q4	$558K	Buy	14,468 +510	+4%	+$18.5K	0.11%	229
2020 Q3	$475K	Buy	13,958 +14	+0.1%	+$482	0.11%	236
2020 Q2	$468K	Sell	13,944 -207	-1%	-$6.83K	0.11%	244
2020 Q1	$426K	Sell	14,151 -885	-6%	-$33.3K	0.13%	213
2019 Q4	$622K	Buy	15,036 +1	+0%	+$40	0.14%	214
2019 Q3	$576K	Sell	15,035 -2	-0%	-$75	0.15%	210
2019 Q2	$554K	Sell	15,037 -398	-3%	-$14.4K	0.12%	240
2019 Q1	$547K	Hold	15,435	–	–	0.12%	225
2018 Q4	$504K	Buy	+15,435	New	+$545K	0.21%	148
2018 Q2	–	Sell	-14,919	Closed	-$540K	–	240
2018 Q1	$540K	Sell	14,919 -745	-5%	-$28.5K	0.16%	184
2017 Q4	$609K	Buy	15,664 +30	+0.2%	+$1.15K	0.14%	195
2017 Q3	$584K	Hold	15,634	–	–	0.19%	168
2017 Q2	$565K	Buy	+15,634	New	+$554K	0.16%	201

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

Institute for Wealth Management's PWV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco Large Cap Value ETF (PWV) stake by 1.6% in Q2 2026, selling an estimated $15.9K and leaving 13,152 shares worth $997K. The position accounts for 0.09% of the portfolio, ranked #201.

Institute for Wealth Management first reported a position in PWV in Q2 2017 and has held it in 35 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Institute for Wealth Management held 13,152 shares of Invesco Large Cap Value ETF worth $997K as of Q2 2026.
Institute for Wealth Management sold 216 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $15.9K.
Invesco Large Cap Value ETF made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #201 holding.
Institute for Wealth Management first reported a position in Invesco Large Cap Value ETF in Q2 2017 and has held it in 35 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.