McIlrath & Eck’s Invesco Large Cap Value ETF PWV Stock Holding History

McIlrath & Eck’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 Q1	$6.97K	Hold	100	–	–	﹤0.01%	1142
2025 Q4	$6.65K	Hold	100	–	–	﹤0.01%	735
2025 Q3	$6.52K	Hold	100	–	–	﹤0.01%	709
2025 Q2	$6.21K	Hold	100	–	–	﹤0.01%	685
2025 Q1	$5.95K	Hold	100	–	–	﹤0.01%	693
2024 Q4	$5.69K	Hold	100	–	–	﹤0.01%	732
2024 Q3	$5.83K	Hold	100	–	–	﹤0.01%	721
2024 Q2	$5.5K	Hold	100	–	–	﹤0.01%	700
2024 Q1	$5.67K	Hold	100	–	–	﹤0.01%	698
2023 Q4	$5.07K	Hold	100	–	–	﹤0.01%	665
2023 Q3	$4.68K	Hold	100	–	–	﹤0.01%	671
2023 Q2	$4.66K	Hold	100	–	–	﹤0.01%	682
2023 Q1	$4.53K	Hold	100	–	–	﹤0.01%	684
2022 Q4	$4.71K	Hold	100	–	–	﹤0.01%	644
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	683
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	657
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	643
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	638
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	662
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	663
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	629
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	571
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	561
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	558
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	530
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	515
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	499
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	497
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	497
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	455
2018 Q3	$4K	Buy	+100	New	+$3.72K	﹤0.01%	415

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

McIlrath & Eck's PWV Position: Q1 2026 in Review

McIlrath & Eck held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 100 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

McIlrath & Eck first reported a position in PWV in Q3 2018 and has held it in 31 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

McIlrath & Eck held 100 shares of Invesco Large Cap Value ETF worth $6.97K as of Q1 2026.
McIlrath & Eck left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1142 holding.
McIlrath & Eck first reported a position in Invesco Large Cap Value ETF in Q3 2018 and has held it in 31 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.