Plante Moran Financial Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Plante Moran Financial 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	$17.4K	Hold	229	–	–	﹤0.01%	488
2026 Q1	$16K	Hold	229	–	–	﹤0.01%	460
2025 Q4	$15.2K	Hold	229	–	–	﹤0.01%	498
2025 Q3	$14.9K	Hold	229	–	–	﹤0.01%	506
2025 Q2	$14.2K	Hold	229	–	–	﹤0.01%	517
2025 Q1	$13.6K	Hold	229	–	–	﹤0.01%	527
2024 Q4	$13K	Hold	229	–	–	﹤0.01%	544
2024 Q3	$13.4K	Hold	229	–	–	﹤0.01%	579
2024 Q2	$12.6K	Buy	+229	New	+$12.7K	﹤0.01%	549

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

Plante Moran Financial Advisors's PWV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 229 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Plante Moran Financial Advisors first reported a position in PWV in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Plante Moran Financial Advisors held 229 shares of Invesco Large Cap Value ETF worth $17.4K as of Q2 2026.
Plante Moran Financial Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #488 holding.
Plante Moran Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.