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

OneDigital Investment 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	$256K	Hold	3,377	–	–	﹤0.01%	1381
2026 Q1	$235K	Sell	3,377 -25	-0.7%	-$1.73K	﹤0.01%	1319
2025 Q4	$226K	Sell	3,402 -212	-6%	-$13.9K	﹤0.01%	1377
2025 Q3	$236K	Sell	3,614 -593	-14%	-$37.6K	﹤0.01%	1338
2025 Q2	$261K	Sell	4,207 -633	-13%	-$37K	﹤0.01%	1240
2025 Q1	$288K	Buy	+4,840	New	+$287K	﹤0.01%	1132
2020 Q1	–	Sell	-5,078	Closed	-$210K	–	618
2019 Q4	$210K	Buy	+5,078	New	+$202K	0.02%	508
2019 Q1	–	Sell	-11,560	Closed	-$377K	–	1180
2018 Q4	$377K	Buy	+11,560	New	+$408K	0.06%	191

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

OneDigital Investment Advisors's PWV Position: Q2 2026 in Review

OneDigital Investment Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 3,377 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

OneDigital Investment Advisors first reported a position in PWV in Q4 2018 and has held it in 8 quarters since. The position peaked at $377K in Q4 2018. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

OneDigital Investment Advisors held 3,377 shares of Invesco Large Cap Value ETF worth $256K as of Q2 2026.
OneDigital Investment Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1381 holding.
OneDigital Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2018 and has held it in 8 quarters since.
OneDigital Investment Advisors's Invesco Large Cap Value ETF position peaked at $377K in Q4 2018.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.