NA
PWV icon

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

Nestegg 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
Q2 		$258K Buy
3,403
+19
+0.6% +$1.4K 0.18% 49
2026
Q1 		$236K Buy
3,384
+16
+0.5% +$1.1K 0.21% 47
2025
Q4 		$224K Sell
3,368
-278
-8% -$18.3K 0.19% 49
2025
Q3 		$238K Buy
3,646
+16
+0.4% +$1.01K 0.21% 47
2025
Q2 		$226K Buy
3,630
+26
+0.7% +$1.52K 0.22% 44
2025
Q1 		$214K Buy
3,604
+25
+0.7% +$1.48K 0.23% 43
2024
Q4 		$214K Buy
+3,579
New +$212K 0.22% 44

Other funds holding PWV

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Nestegg Advisors's PWV Position: Q2 2026 in Review

Nestegg Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 0.56% in Q2 2026, buying an estimated $1.4K and bringing the position to 3,403 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #49.

Nestegg Advisors first reported a position in PWV in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Nestegg Advisors held 3,403 shares of Invesco Large Cap Value ETF worth $258K as of Q2 2026.
  • Nestegg Advisors bought 19 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.4K.
  • Invesco Large Cap Value ETF made up 0.18% of Nestegg Advisors's portfolio in Q2 2026, its #49 holding.
  • Nestegg Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.