Janney Montgomery Scott
PWV icon

Janney Montgomery Scott’s Invesco Large Cap Value ETF PWV Stock Holding History

Janney Montgomery Scott’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 		$663K Sell
8,750
-969
-10% -$71.2K ﹤0.01% 2197
2026
Q1 		$678K Buy
9,719
+52
+0.5% +$3.59K ﹤0.01% 1874
2025
Q4 		$643K Sell
9,667
-324
-3% -$21.3K ﹤0.01% 2039
2025
Q3 		$652K Sell
9,991
-300
-3% -$19K ﹤0.01% 1992
2025
Q2 		$639K Buy
10,291
+812
+9% +$47.5K ﹤0.01% 1862
2025
Q1 		$564K Sell
9,479
-898
-9% -$53.2K ﹤0.01% 1910
2024
Q4 		$590K Buy
10,377
+1,238
+14% +$73.2K ﹤0.01% 1894
2024
Q3 		$533K Sell
9,139
-1,238
-12% -$70.5K ﹤0.01% 1926
2024
Q2 		$571K Sell
10,377
-773
-7% -$42.7K ﹤0.01% 1793
2024
Q1 		$632K Sell
11,150
-275
-2% -$14.5K ﹤0.01% 1810
2023
Q4 		$580K Hold
11,425
– – ﹤0.01% 1787
2023
Q3 		$535K Buy
11,425
+838
+8% +$40K ﹤0.01% 1723
2023
Q2 		$494K Sell
10,587
-575
-5% -$26.1K ﹤0.01% 1872
2023
Q1 		$505K Buy
11,162
+1,298
+13% +$60.3K ﹤0.01% 1725
2022
Q4 		$464K Hold
9,864
– – ﹤0.01% 1822
2022
Q3 		$411K Sell
9,864
-46
-0.5% -$2.07K ﹤0.01% 1815
2022
Q2 		$437K Sell
9,910
-334
-3% -$15.7K ﹤0.01% 1678
2022
Q1 		$501K Sell
10,244
-757
-7% -$36.8K ﹤0.01% 1608
2021
Q4 		$536K Buy
11,001
+1,625
+17% +$76.8K ﹤0.01% 1668
2021
Q3 		$417K Buy
9,376
+1,930
+26% +$86.5K ﹤0.01% 1773
2021
Q2 		$330K Buy
7,446
+1,100
+17% +$49.1K ﹤0.01% 1866
2021
Q1 		$271K Sell
6,346
-5,885
-48% -$239K ﹤0.01% 1907
2020
Q4 		$472K Sell
12,231
-1,900
-13% -$69K ﹤0.01% 1605
2020
Q3 		$481K Sell
14,131
-300
-2% -$10.3K ﹤0.01% 1443
2020
Q2 		$484K Buy
14,431
+732
+5% +$24.1K ﹤0.01% 1383
2020
Q1 		$413K Sell
13,699
-2,215
-14% -$83.3K ﹤0.01% 1327
2019
Q4 		$658K Buy
15,914
+2,290
+17% +$91.3K ﹤0.01% 1285
2019
Q3 		$522K Sell
13,624
-98
-0.7% -$3.67K ﹤0.01% 1363
2019
Q2 		$506K Sell
13,722
-946
-6% -$34.2K ﹤0.01% 1425
2019
Q1 		$520K Sell
14,668
-2,982
-17% -$105K ﹤0.01% 1371
2018
Q4 		$576K Sell
17,650
-314
-2% -$11.1K 0.01% 1210
2018
Q3 		$671K Buy
17,964
+8,320
+86% +$310K 0.01% 1282
2018
Q2 		$344K Sell
9,644
-1,038
-10% -$37.8K ﹤0.01% 1578
2018
Q1 		$390K Sell
10,682
-7,127
-40% -$273K ﹤0.01% 1463
2017
Q4 		$691K Buy
17,809
+325
+2% +$12.5K 0.01% 1135
2017
Q3 		$653K Sell
17,484
-2,101
-11% -$76.6K 0.01% 1120
2017
Q2 		$709K Sell
19,585
-470
-2% -$16.7K 0.01% 1036
2017
Q1 		$709K Buy
20,055
+2,834
+16% +$98.9K 0.01% 997
2016
Q4 		$581K Hold
17,221
– – 0.01% 1034
2016
Q3 		$542K Buy
+17,221
New +$542K 0.01% 912
2016
Q2 		– Sell
-16,566
Closed -$498K – 1060
2016
Q1 		$498K Buy
16,566
+1,074
+7% +$30.4K 0.01% 772
2015
Q4 		$451K Hold
15,492
– – 0.01% 867
2015
Q3 		$434K Sell
15,492
-300
-2% -$8.94K 0.01% 902
2015
Q2 		$481K Sell
15,792
-38
-0.2% -$1.19K 0.01% 1206
2015
Q1 		$488K Buy
15,830
+774
+5% +$24.1K 0.01% 1390
2014
Q4 		$471K Buy
15,056
+200
+1% +$6.13K 0.01% 1350
2014
Q3 		$452K Buy
+14,856
New +$457K 0.01% 1359
2014
Q2 		– Sell
-14,795
Closed -$430K – 2244
2014
Q1 		$430K Sell
14,795
-2,240
-13% -$63K 0.01% 1221
2013
Q4 		$484K Buy
17,035
+375
+2% +$10.2K 0.01% 1103
2013
Q3 		$431K Buy
+16,660
New +$437K 0.01% 1096

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
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
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
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

Janney Montgomery Scott's PWV Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Invesco Large Cap Value ETF (PWV) stake by 10% in Q2 2026, selling an estimated $71.2K and leaving 8,750 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Janney Montgomery Scott first reported a position in PWV in Q3 2013 and has held it in 50 quarters since. The position peaked at $709K in Q2 2017. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Janney Montgomery Scott held 8,750 shares of Invesco Large Cap Value ETF worth $663K as of Q2 2026.
  • Janney Montgomery Scott sold 969 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $71.2K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2197 holding.
  • Janney Montgomery Scott first reported a position in Invesco Large Cap Value ETF in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Invesco Large Cap Value ETF position peaked at $709K in Q2 2017.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.