Prosperity Consulting Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Prosperity Consulting Group’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 Q1	$1.85M	Hold	26,498	–	–	0.08%	164
2025 Q4	$1.76M	Hold	26,498	–	–	0.08%	173
2025 Q3	$1.73M	Hold	26,498	–	–	0.09%	184
2025 Q2	$1.65M	Hold	26,498	–	–	0.12%	164
2025 Q1	$1.58M	Hold	26,498	–	–	0.12%	171
2024 Q4	$1.51M	Hold	26,498	–	–	0.11%	178
2024 Q3	$1.55M	Hold	26,498	–	–	0.12%	177
2024 Q2	$1.46M	Hold	26,498	–	–	0.2%	111
2024 Q1	$1.5M	Buy	+26,498	New	+$1.4M	0.19%	116

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Prosperity Consulting Group's PWV Position: Q1 2026 in Review

Prosperity Consulting Group held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 26,498 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #164.

Prosperity Consulting Group first reported a position in PWV in Q1 2024 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Prosperity Consulting Group held 26,498 shares of Invesco Large Cap Value ETF worth $1.85M as of Q1 2026.
Prosperity Consulting Group left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up 0.08% of Prosperity Consulting Group's portfolio in Q1 2026, its #164 holding.
Prosperity Consulting Group first reported a position in Invesco Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.