MML Investors Services’s Invesco Large Cap Value ETF PWV Stock Holding History

MML Investors Services’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	$1.78M	Sell	25,506 -1,304	-5%	-$90K	﹤0.01%	1386
2025 Q4	$1.78M	Buy	26,810 +1,475	+6%	+$96.8K	﹤0.01%	1436
2025 Q3	$1.65M	Sell	25,335 -699	-3%	-$44.3K	﹤0.01%	1431
2025 Q2	$1.62M	Buy	26,034 +5,057	+24%	+$296K	﹤0.01%	1371
2025 Q1	$1.25M	Buy	20,977 +661	+3%	+$39.2K	﹤0.01%	1439
2024 Q4	$1.16M	Sell	20,316 -261	-1%	-$15.4K	﹤0.01%	1413
2024 Q3	$1.2M	Buy	20,577 +24	+0.1%	+$1.37K	﹤0.01%	1370
2024 Q2	$1.13M	Sell	20,553 -1,210	-6%	-$66.8K	﹤0.01%	1338
2024 Q1	$1.23M	Buy	21,763 +175	+0.8%	+$9.23K	0.01%	1297
2023 Q4	$1.09M	Sell	21,588 -327	-1%	-$15.5K	0.01%	1296
2023 Q3	$1.03M	Sell	21,915 -446	-2%	-$21.3K	0.01%	1205
2023 Q2	$1.04M	Sell	22,361 -411	-2%	-$18.6K	0.01%	1211
2023 Q1	$1.03M	Sell	22,772 -185	-0.8%	-$8.6K	0.01%	1055
2022 Q4	$1.08M	Buy	22,957 +717	+3%	+$33.3K	0.01%	1100
2022 Q3	$926K	Sell	22,240 -1,249	-5%	-$56.3K	0.01%	1102
2022 Q2	$1.02M	Buy	23,489 +1,618	+7%	+$75.9K	0.01%	1032
2022 Q1	$1.07M	Buy	21,871 +5,223	+31%	+$254K	0.01%	1047
2021 Q4	$812K	Buy	16,648 +11	+0.1%	+$520	0.01%	1157
2021 Q3	$740K	Buy	16,637 +1,871	+13%	+$83.8K	0.01%	1163
2021 Q2	$655K	Buy	14,766 +1,110	+8%	+$49.5K	0.01%	1189
2021 Q1	$583K	Sell	13,656 -421	-3%	-$17.1K	0.01%	1190
2020 Q4	$543K	Sell	14,077 -216	-2%	-$7.85K	0.01%	1118
2020 Q3	$486K	Sell	14,293 -1,039	-7%	-$35.8K	0.01%	1054
2020 Q2	$514K	Sell	15,332 -1,854	-11%	-$61.2K	0.01%	983
2020 Q1	$518K	Sell	17,186 -2,803	-14%	-$105K	0.01%	847
2019 Q4	$827K	Sell	19,989 -6,668	-25%	-$266K	0.01%	790
2019 Q3	$1.02M	Sell	26,657 -39,811	-60%	-$1.49M	0.02%	657
2019 Q2	$2.45M	Buy	66,468 +415	+0.6%	+$15K	0.04%	415
2019 Q1	$2.34M	Buy	66,053 +3,536	+6%	+$125K	0.04%	407
2018 Q4	$2.04M	Sell	62,517 -9,979	-14%	-$352K	0.04%	411
2018 Q3	$2.71M	Buy	72,496 +21,060	+41%	+$784K	0.05%	352
2018 Q2	$1.83M	Sell	51,436 -2,981	-5%	-$108K	0.04%	373
2018 Q1	$1.99M	Buy	54,417 +9,325	+21%	+$357K	0.04%	349
2017 Q4	$1.75M	Buy	45,092 +11,881	+36%	+$456K	0.03%	383
2017 Q3	$1.24M	Sell	33,211 -45,005	-58%	-$1.64M	0.03%	442
2017 Q2	$2.83M	Buy	+78,216	New	+$2.77M	0.05%	259

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 $79.5B AUM 27.1% 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 $457M AUM 21.4% 1-Year Est. Return

MML Investors Services's PWV Position: Q1 2026 in Review

MML Investors Services reduced its Invesco Large Cap Value ETF (PWV) stake by 4.9% in Q1 2026, selling an estimated $90K and leaving 25,506 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

MML Investors Services first reported a position in PWV in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.83M in Q2 2017. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

MML Investors Services held 25,506 shares of Invesco Large Cap Value ETF worth $1.78M as of Q1 2026.
MML Investors Services sold 1,304 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $90K.
Invesco Large Cap Value ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1386 holding.
MML Investors Services first reported a position in Invesco Large Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
MML Investors Services's Invesco Large Cap Value ETF position peaked at $2.83M in Q2 2017.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.