Key Financial Inc’s Invesco Large Cap Value ETF PWV Stock Holding History

Key Financial Inc’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	$211K	Hold	2,785	–	–	0.03%	291
2026 Q1	$194K	Hold	2,785	–	–	0.03%	296
2025 Q4	$185K	Hold	2,785	–	–	0.03%	299
2025 Q3	$181K	Hold	2,785	–	–	0.03%	306
2025 Q2	$173K	Hold	2,785	–	–	0.03%	296
2025 Q1	$166K	Hold	2,785	–	–	0.04%	294
2024 Q4	$158K	Hold	2,785	–	–	0.04%	284
2024 Q3	$162K	Hold	2,785	–	–	0.04%	270
2024 Q2	$153K	Hold	2,785	–	–	0.04%	268
2024 Q1	$158K	Hold	2,785	–	–	0.04%	252
2023 Q4	$141K	Hold	2,785	–	–	0.04%	251
2023 Q3	$130K	Hold	2,785	–	–	0.04%	247
2023 Q2	$130K	Hold	2,785	–	–	0.04%	253
2023 Q1	$126K	Buy	2,785 +2,500	+877%	+$116K	0.05%	248
2022 Q4	$11.9K	Hold	285	–	–	0.01%	590
2022 Q3	$12K	Hold	285	–	–	0.01%	594
2022 Q2	$13K	Buy	+285	New	+$13.4K	0.01%	575

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

Key Financial Inc's PWV Position: Q2 2026 in Review

Key Financial Inc held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 2,785 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #291.

Key Financial Inc first reported a position in PWV in Q2 2022 and has held it in 17 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Key Financial Inc held 2,785 shares of Invesco Large Cap Value ETF worth $211K as of Q2 2026.
Key Financial Inc left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #291 holding.
Key Financial Inc first reported a position in Invesco Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.