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

Maia Wealth’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
2025
Q3 		– Sell
-3,660
Closed -$227K – 354
2025
Q2 		$227K Sell
3,660
-19,984
-85% -$1.17M 0.04% 297
2025
Q1 		$1.3M Buy
23,644
+222
+0.9% +$13.2K 0.3% 88
2024
Q4 		$1.4M Buy
23,422
+8,799
+60% +$520K 0.3% 80
2024
Q3 		$860K Buy
+14,623
New +$833K 0.21% 103

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maia Wealth's PWV Position: Q3 2025 in Review

Maia Wealth sold out of Invesco Large Cap Value ETF (PWV) in Q3 2025, closing a stake of 3,660 shares — an estimated $227K sold.

Maia Wealth first reported a position in PWV in Q3 2024 and held it in 4 quarters. The position peaked at $1.4M in Q4 2024. 169 funds tracked by Wall St. Rank hold PWV as of Q3 2025.

  • Maia Wealth reported no remaining Invesco Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Maia Wealth sold 3,660 Invesco Large Cap Value ETF shares in Q3 2025, an estimated $227K.
  • Maia Wealth first reported a position in Invesco Large Cap Value ETF in Q3 2024 and held it in 4 quarters.
  • Maia Wealth's Invesco Large Cap Value ETF position peaked at $1.4M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.