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

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

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. 195 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.
195 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.