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

Regal 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 Q1	$9.56M	Buy	137,150 +1,484	+1%	+$102K	0.55%	39
2025 Q4	$9.02M	Buy	135,666 +2,295	+2%	+$151K	0.54%	42
2025 Q3	$8.7M	Buy	133,371 +1,663	+1%	+$105K	0.57%	40
2025 Q2	$8.18M	Buy	131,708 +2,555	+2%	+$149K	0.61%	38
2025 Q1	$7.69M	Buy	129,153 +6,540	+5%	+$388K	0.62%	38
2024 Q4	$6.97M	Buy	122,613 +10,906	+10%	+$645K	0.52%	47
2024 Q3	$6.51M	Buy	111,707 +11,077	+11%	+$631K	0.46%	57
2024 Q2	$5.54M	Buy	100,630 +4,430	+5%	+$245K	0.36%	75
2024 Q1	$5.45M	Buy	+96,200	New	+$5.07M	0.37%	74
2014 Q4	–	Sell	-400	Closed	-$12K	–	984
2014 Q3	$12K	Hold	400	–	–	﹤0.01%	658
2014 Q2	$12K	Hold	400	–	–	﹤0.01%	638
2014 Q1	$12K	Hold	400	–	–	0.01%	609
2013 Q4	$11K	Hold	400	–	–	0.01%	582
2013 Q3	$10K	Hold	400	–	–	0.01%	604
2013 Q2	$10K	Buy	+400	New	+$10.1K	0.01%	588

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

Regal Investment Advisors's PWV Position: Q1 2026 in Review

Regal Investment Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 1.1% in Q1 2026, buying an estimated $102K and bringing the position to 137,150 shares worth $9.56M. The position accounts for 0.55% of the portfolio, ranked #39.

Regal Investment Advisors first reported a position in PWV in Q2 2013 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Regal Investment Advisors held 137,150 shares of Invesco Large Cap Value ETF worth $9.56M as of Q1 2026.
Regal Investment Advisors bought 1,484 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $102K.
Invesco Large Cap Value ETF made up 0.55% of Regal Investment Advisors's portfolio in Q1 2026, its #39 holding.
Regal Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2013 and has held it in 15 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.