NWMP
PWV icon

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
Q3 		$21K Hold
275
– – 0.01% 379
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC's PWV Position: Q3 2026 in Review

Noble Wealth Management PBC held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 275 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #379.

Noble Wealth Management PBC first reported a position in PWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.8K in Q3 2025. 12 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • Noble Wealth Management PBC held 275 shares of Invesco Large Cap Value ETF worth $21K as of Q3 2026.
  • Noble Wealth Management PBC left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Value ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #379 holding.
  • Noble Wealth Management PBC first reported a position in Invesco Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Invesco Large Cap Value ETF position peaked at $22.8K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.