Peak Financial Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Peak Financial 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	$205K	Buy	+2,700	New	+$198K	0.05%	112

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

Peak Financial Management's PWV Position: Q2 2026 in Review

Peak Financial Management opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2026: 2,700 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings.

194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Peak Financial Management held 2,700 shares of Invesco Large Cap Value ETF worth $205K as of Q2 2026.
Invesco Large Cap Value ETF was a new Peak Financial Management position in Q2 2026.
Invesco Large Cap Value ETF made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #112 holding.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.