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PWV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
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