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

NewEdge 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	$259K	Buy	3,420 +3,173	+1,285%	+$233K	﹤0.01%	2602
2026 Q1	$17.2K	Hold	247	–	–	﹤0.01%	3239
2025 Q4	$16.4K	Hold	247	–	–	﹤0.01%	3312
2025 Q3	$16.1K	Hold	247	–	–	﹤0.01%	3193
2025 Q2	$15.3K	Sell	247 -306	-55%	-$17.9K	﹤0.01%	3043
2025 Q1	$32.9K	Hold	553	–	–	﹤0.01%	2685
2024 Q4	$31.5K	Hold	553	–	–	﹤0.01%	2677
2024 Q3	$32.3K	Hold	553	–	–	﹤0.01%	2569
2024 Q2	$30.4K	Buy	553 +306	+124%	+$16.9K	﹤0.01%	2495
2024 Q1	$14K	Hold	247	–	–	﹤0.01%	2752
2023 Q4	$12.5K	Hold	247	–	–	﹤0.01%	2762
2023 Q3	$11.6K	Hold	247	–	–	﹤0.01%	2532
2023 Q2	$11.5K	Hold	247	–	–	﹤0.01%	2554
2023 Q1	$11.2K	Sell	247 -2,449	-91%	-$114K	﹤0.01%	2531
2022 Q4	$115K	Buy	+2,696	New	+$125K	﹤0.01%	1388
2017 Q3	–	Sell	-247	Closed	-$8.99K	–	939
2017 Q2	$8.99K	Buy	+247	New	+$8.76K	﹤0.01%	1005

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

NewEdge Advisors's PWV Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 1,285% in Q2 2026, buying an estimated $233K and bringing the position to 3,420 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

NewEdge Advisors first reported a position in PWV in Q2 2017 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

NewEdge Advisors held 3,420 shares of Invesco Large Cap Value ETF worth $259K as of Q2 2026.
NewEdge Advisors bought 3,173 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $233K.
Invesco Large Cap Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2602 holding.
NewEdge Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2017 and has held it in 16 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.