Kingswood Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Kingswood Wealth Advisors’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	$255K	Sell	3,367 -169	-5%	-$12.4K	0.01%	852
2026 Q1	$246K	Buy	+3,536	New	+$244K	0.01%	799

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

Kingswood Wealth Advisors's PWV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 4.8% in Q2 2026, selling an estimated $12.4K and leaving 3,367 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #852.

Kingswood Wealth Advisors first reported a position in PWV in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Kingswood Wealth Advisors held 3,367 shares of Invesco Large Cap Value ETF worth $255K as of Q2 2026.
Kingswood Wealth Advisors sold 169 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $12.4K.
Invesco Large Cap Value ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #852 holding.
Kingswood Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.