Northwestern Mutual Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Northwestern Mutual Wealth Management’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	$1.97M	Buy	26,019 +363	+1%	+$26.7K	﹤0.01%	1173
2026 Q1	$1.79M	Sell	25,656 -1,301	-5%	-$89.8K	﹤0.01%	1148
2025 Q4	$1.79M	Buy	26,957 +2,117	+9%	+$139K	﹤0.01%	1088
2025 Q3	$1.62M	Buy	24,840 +931	+4%	+$59K	﹤0.01%	1071
2025 Q2	$1.49M	Buy	23,909 +1,372	+6%	+$80.3K	﹤0.01%	1038
2025 Q1	$1.34M	Sell	22,537 -3,771	-14%	-$224K	﹤0.01%	1017
2024 Q4	$1.5M	Sell	26,308 -236	-0.9%	-$14K	﹤0.01%	937
2024 Q3	$1.55M	Sell	26,544 -95	-0.4%	-$5.41K	﹤0.01%	918
2024 Q2	$1.47M	Buy	26,639 +58	+0.2%	+$3.2K	﹤0.01%	911
2024 Q1	$1.51M	Sell	26,581 -6,874	-21%	-$363K	﹤0.01%	877
2023 Q4	$1.7M	Buy	33,455 +7,348	+28%	+$349K	﹤0.01%	818
2023 Q3	$1.22M	Sell	26,107 -15,871	-38%	-$757K	﹤0.01%	877
2023 Q2	$1.96M	Sell	41,978 -3,062	-7%	-$139K	﹤0.01%	715
2023 Q1	$2.04M	Sell	45,040 -1,847	-4%	-$85.8K	﹤0.01%	678
2022 Q4	$2.21M	Sell	46,887 -6,869	-13%	-$319K	﹤0.01%	641
2022 Q3	$2.24M	Sell	53,756 -15,275	-22%	-$688K	﹤0.01%	599
2022 Q2	$3.01M	Sell	69,031 -64,964	-48%	-$3.05M	0.01%	530
2022 Q1	$6.55M	Sell	133,995 -48,208	-26%	-$2.34M	0.01%	381
2021 Q4	$8.88M	Buy	182,203 +29,898	+20%	+$1.41M	0.01%	313
2021 Q3	$6.77M	Buy	152,305 +21,050	+16%	+$943K	0.01%	335
2021 Q2	$5.82M	Buy	131,255 +38,674	+42%	+$1.73M	0.01%	353
2021 Q1	$3.95M	Buy	92,581 +49,366	+114%	+$2.01M	0.01%	384
2020 Q4	$1.67M	Buy	43,215 +8,339	+24%	+$303K	﹤0.01%	522
2020 Q3	$1.19M	Buy	34,876 +23,778	+214%	+$818K	﹤0.01%	542
2020 Q2	$372K	Buy	11,098 +9,216	+490%	+$304K	﹤0.01%	781
2020 Q1	$57K	Sell	1,882 -1,905	-50%	-$71.6K	﹤0.01%	1336
2019 Q4	$157K	Buy	3,787 +384	+11%	+$15.3K	﹤0.01%	1046
2019 Q3	$130K	Hold	3,403	–	–	﹤0.01%	1046
2019 Q2	$125K	Buy	3,403 +1,905	+127%	+$68.8K	﹤0.01%	1036
2019 Q1	$53K	Hold	1,498	–	–	﹤0.01%	1333
2018 Q4	$49K	Hold	1,498	–	–	﹤0.01%	1261
2018 Q3	$56K	Sell	1,498 -809	-35%	-$30.1K	﹤0.01%	1271
2018 Q2	$82K	Buy	2,307 +1,228	+114%	+$44.7K	﹤0.01%	1060
2018 Q1	$39K	Hold	1,079	–	–	﹤0.01%	1303
2017 Q4	$42K	Buy	1,079 +482	+81%	+$18.5K	﹤0.01%	1218
2017 Q3	$22K	Sell	597 -268	-31%	-$9.77K	﹤0.01%	1433
2017 Q2	$31K	Hold	865	–	–	﹤0.01%	1243
2017 Q1	$31K	Buy	865 +365	+73%	+$12.7K	﹤0.01%	1180
2016 Q4	$17K	Buy	+500	New	+$16.2K	﹤0.01%	1425
2014 Q4	–	Sell	-222	Closed	-$7K	–	1796
2014 Q3	$7K	Buy	+222	New	+$6.82K	﹤0.01%	978

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

Northwestern Mutual Wealth Management's PWV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 1.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 26,019 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Northwestern Mutual Wealth Management first reported a position in PWV in Q3 2014 and has held it in 40 quarters since. The position peaked at $8.88M in Q4 2021. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Northwestern Mutual Wealth Management held 26,019 shares of Invesco Large Cap Value ETF worth $1.97M as of Q2 2026.
Northwestern Mutual Wealth Management bought 363 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $26.7K.
Invesco Large Cap Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1173 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2014 and has held it in 40 quarters since.
Northwestern Mutual Wealth Management's Invesco Large Cap Value ETF position peaked at $8.88M in Q4 2021.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.