Mariner’s Invesco Large Cap Value ETF PWV Stock Holding History

Mariner’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	$1.09M	Buy	14,407 +172	+1%	+$12.6K	﹤0.01%	1878
2026 Q1	$992K	Buy	14,235 +4,385	+45%	+$303K	﹤0.01%	1979
2025 Q4	$655K	Sell	9,850 -8,674	-47%	-$569K	﹤0.01%	2258
2025 Q3	$1.21M	Sell	18,524 -500	-3%	-$31.7K	﹤0.01%	1764
2025 Q2	$1.18M	Buy	19,024 +500	+3%	+$29.3K	﹤0.01%	1684
2025 Q1	$1.1M	Buy	18,524 +400	+2%	+$23.7K	﹤0.01%	1622
2024 Q4	$1.03M	Hold	18,124	–	–	﹤0.01%	1624
2024 Q3	$1.06M	Sell	18,124 -2,541	-12%	-$145K	﹤0.01%	1558
2024 Q2	$1.14M	Sell	20,665 -847	-4%	-$46.8K	﹤0.01%	1421
2024 Q1	$1.22M	Hold	21,512	–	–	﹤0.01%	1379
2023 Q4	$1.09M	Hold	21,512	–	–	﹤0.01%	1371
2023 Q3	$1.01M	Buy	21,512 +9,147	+74%	+$436K	﹤0.01%	1321
2023 Q2	$577K	Buy	12,365 +3,152	+34%	+$143K	﹤0.01%	1643
2023 Q1	$417K	Sell	9,213 -487	-5%	-$22.6K	﹤0.01%	1801
2022 Q4	$456K	Buy	9,700 +2,720	+39%	+$126K	﹤0.01%	1715
2022 Q3	$291K	Buy	+6,980	New	+$314K	﹤0.01%	1792

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

Mariner's PWV Position: Q2 2026 in Review

Mariner increased its Invesco Large Cap Value ETF (PWV) stake by 1.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 14,407 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Mariner first reported a position in PWV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2024. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Mariner held 14,407 shares of Invesco Large Cap Value ETF worth $1.09M as of Q2 2026.
Mariner bought 172 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $12.6K.
Invesco Large Cap Value ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1878 holding.
Mariner first reported a position in Invesco Large Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Mariner's Invesco Large Cap Value ETF position peaked at $1.22M in Q1 2024.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.