Noble Wealth Management PBC’s Invesco Large Cap Value ETF PWV Stock Holding History

Noble Wealth Management PBC’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	$20.8K	Hold	275	–	–	0.01%	395
2026 Q1	$19.2K	Hold	275	–	–	0.01%	375
2025 Q4	$18.3K	Sell	275 -75	-21%	-$4.92K	0.01%	390
2025 Q3	$22.8K	Buy	+350	New	+$22.2K	0.01%	344
2025 Q1	$20.8K	Sell	350 -34	-9%	-$2.02K	0.01%	300
2024 Q4	$21.8K	Buy	+384	New	+$22.7K	0.02%	268

Other funds holding PWV

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return