MSH Capital Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

MSH Capital Advisors’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	$724K	Sell	10,387 -1,500	-13%	-$104K	0.15%	136
2025 Q4	$791K	Hold	11,887	–	–	0.17%	134
2025 Q3	$775K	Hold	11,887	–	–	0.21%	120
2025 Q2	$739K	Sell	11,887 -1,670	-12%	-$97.7K	0.21%	118
2025 Q1	$807K	Sell	13,557 -4,500	-25%	-$267K	0.25%	104
2024 Q4	$1.03M	Hold	18,057	–	–	0.32%	85
2024 Q3	$1.05M	Hold	18,057	–	–	0.32%	84
2024 Q2	$994K	Hold	18,057	–	–	0.33%	85
2024 Q1	$1.02M	Hold	18,057	–	–	0.36%	81
2023 Q4	$916K	Hold	18,057	–	–	0.34%	82
2023 Q3	$845K	Hold	18,057	–	–	0.33%	89
2023 Q2	$842K	Hold	18,057	–	–	0.31%	89
2023 Q1	$818K	Hold	18,057	–	–	0.35%	86
2022 Q4	$850K	Hold	18,057	–	–	0.38%	82
2022 Q3	$752K	Hold	18,057	–	–	0.37%	85
2022 Q2	$788K	Hold	18,057	–	–	0.37%	86
2022 Q1	$883K	Hold	18,057	–	–	0.36%	86
2021 Q4	$880K	Buy	+18,057	New	+$854K	0.39%	80

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

MSH Capital Advisors's PWV Position: Q1 2026 in Review

MSH Capital Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 13% in Q1 2026, selling an estimated $104K and leaving 10,387 shares worth $724K. The position accounts for 0.15% of the portfolio, ranked #136.

MSH Capital Advisors first reported a position in PWV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q3 2024. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

MSH Capital Advisors held 10,387 shares of Invesco Large Cap Value ETF worth $724K as of Q1 2026.
MSH Capital Advisors sold 1,500 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $104K.
Invesco Large Cap Value ETF made up 0.15% of MSH Capital Advisors's portfolio in Q1 2026, its #136 holding.
MSH Capital Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's Invesco Large Cap Value ETF position peaked at $1.05M in Q3 2024.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.