Main Street Financial Solutions’s Invesco Large Cap Value ETF PWV Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-39,322	Closed	-$2.56M	–	627
2025 Q3	$2.56M	Hold	39,322	–	–	0.16%	122
2025 Q2	$2.44M	Sell	39,322 -100	-0.3%	-$5.85K	0.18%	118
2025 Q1	$2.35M	Hold	39,422	–	–	0.2%	115
2024 Q4	$2.24M	Sell	39,422 -200	-0.5%	-$11.8K	0.22%	92
2024 Q3	$2.31M	Hold	39,622	–	–	0.21%	96
2024 Q2	$2.18M	Sell	39,622 -125	-0.3%	-$6.91K	0.21%	99
2024 Q1	$2.25M	Sell	39,747 -535	-1%	-$28.2K	0.24%	84
2023 Q4	$2.04M	Hold	40,282	–	–	0.26%	78
2023 Q3	$1.89M	Hold	40,282	–	–	0.27%	77
2023 Q2	$1.88M	Hold	40,282	–	–	0.25%	85
2023 Q1	$1.82M	Sell	40,282 -3,200	-7%	-$149K	0.27%	80
2022 Q4	$2.05M	Hold	43,482	–	–	0.32%	68
2022 Q3	$1.81M	Hold	43,482	–	–	0.3%	69
2022 Q2	$1.9M	Hold	43,482	–	–	0.25%	82
2022 Q1	$2.13M	Hold	43,482	–	–	0.31%	76
2021 Q4	$2.12M	Hold	43,482	–	–	0.3%	72
2021 Q3	$1.93M	Sell	43,482 -6,919	-14%	-$310K	0.3%	80
2021 Q2	$2.24M	Sell	50,401 -113	-0.2%	-$5.04K	0.36%	60
2021 Q1	$2.15M	Hold	50,514	–	–	0.38%	56
2020 Q4	$1.95M	Buy	+50,514	New	+$1.83M	0.4%	58

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Main Street Financial Solutions's PWV Position: Q4 2025 in Review

Main Street Financial Solutions sold out of Invesco Large Cap Value ETF (PWV) in Q4 2025, closing a stake of 39,322 shares — an estimated $2.56M sold.

Main Street Financial Solutions first reported a position in PWV in Q4 2020 and held it in 20 quarters. The position peaked at $2.56M in Q3 2025. 181 funds tracked by Wall St. Rank hold PWV as of Q4 2025.

Main Street Financial Solutions reported no remaining Invesco Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 39,322 Invesco Large Cap Value ETF shares in Q4 2025, an estimated $2.56M.
Main Street Financial Solutions first reported a position in Invesco Large Cap Value ETF in Q4 2020 and held it in 20 quarters.
Main Street Financial Solutions's Invesco Large Cap Value ETF position peaked at $2.56M in Q3 2025.
181 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.