MRA Advisory Group’s Invesco Large Cap Value ETF PWV Stock Holding History

MRA Advisory Group’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	$282K	Buy	3,728 +15	+0.4%	+$1.1K	0.1%	109
2026 Q1	$259K	Buy	3,713 +14	+0.4%	+$966	0.11%	113
2025 Q4	$246K	Buy	3,699 +11	+0.3%	+$722	0.1%	110
2025 Q3	$240K	Buy	3,688 +13	+0.4%	+$823	0.1%	110
2025 Q2	$228K	Buy	3,675 +20	+0.5%	+$1.17K	0.11%	115
2025 Q1	$218K	Hold	3,655	–	–	0.12%	105
2024 Q4	$208K	Sell	3,655 -47	-1%	-$2.78K	0.11%	105
2024 Q3	$216K	Buy	3,702 +25	+0.7%	+$1.42K	0.12%	98
2024 Q2	$202K	Sell	3,677 -100	-3%	-$5.53K	0.12%	102
2024 Q1	$214K	Sell	3,777 -614	-14%	-$32.4K	0.13%	90
2023 Q4	$223K	Sell	4,391 -105,647	-96%	-$5.01M	0.15%	86
2023 Q3	$5.15M	Buy	110,038 +12,369	+13%	+$590K	3.68%	3
2023 Q2	$4.55M	Sell	97,669 -56,073	-36%	-$2.54M	3.13%	9
2023 Q1	$6.96M	Sell	153,742 -35,378	-19%	-$1.64M	5.02%	2
2022 Q4	$8.9M	Sell	189,120 -8,041	-4%	-$373K	7%	1
2022 Q3	$8.36M	Buy	197,161 +27,290	+16%	+$1.23M	7.11%	1
2022 Q2	$7.42M	Sell	169,871 -47,250	-22%	-$2.22M	6.48%	1
2022 Q1	$10.6M	Buy	217,121 +66,867	+45%	+$3.25M	8.06%	1
2021 Q4	$7.33M	Buy	150,254 +58,089	+63%	+$2.75M	5.67%	1
2021 Q3	$4.1M	Sell	92,165 -7,028	-7%	-$315K	3.48%	2
2021 Q2	$4.4M	Buy	+99,193	New	+$4.43M	3.77%	3

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

MRA Advisory Group's PWV Position: Q2 2026 in Review

MRA Advisory Group increased its Invesco Large Cap Value ETF (PWV) stake by 0.4% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,728 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #109.

MRA Advisory Group first reported a position in PWV in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q1 2022. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

MRA Advisory Group held 3,728 shares of Invesco Large Cap Value ETF worth $282K as of Q2 2026.
MRA Advisory Group bought 15 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.1K.
Invesco Large Cap Value ETF made up 0.1% of MRA Advisory Group's portfolio in Q2 2026, its #109 holding.
MRA Advisory Group first reported a position in Invesco Large Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
MRA Advisory Group's Invesco Large Cap Value ETF position peaked at $10.6M in Q1 2022.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.