SeaCrest Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

SeaCrest Wealth 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 Q3	$402K	Buy	5,271 +654	+14%	+$52.3K	0.05%	328
2026 Q2	$350K	Buy	4,617 +655	+17%	+$48.1K	0.04%	377
2026 Q1	$276K	Sell	3,962 -132	-3%	-$9.11K	0.03%	495
2025 Q4	$275K	Sell	4,094 -77	-2%	-$5.06K	0.03%	487
2025 Q3	$271K	Buy	4,171 +3	+0.1%	+$190	0.03%	494
2025 Q2	$259K	Sell	4,168 -196	-4%	-$11.5K	0.03%	497
2025 Q1	$260K	Buy	4,364 +4	+0.1%	+$237	0.03%	536
2024 Q4	$248K	Sell	4,360 -6	-0.1%	-$355	0.03%	551
2024 Q3	$255K	Buy	+4,366	New	+$249K	0.03%	544

Other funds holding PWV

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Schuylkill Financial Wyomissing, Pennsylvania $102M AUM

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

SeaCrest Wealth Management's PWV Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 14% in Q3 2026, buying an estimated $52.3K and bringing the position to 5,271 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #328.

SeaCrest Wealth Management first reported a position in PWV in Q3 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

SeaCrest Wealth Management held 5,271 shares of Invesco Large Cap Value ETF worth $402K as of Q3 2026.
SeaCrest Wealth Management bought 654 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $52.3K.
Invesco Large Cap Value ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #328 holding.
SeaCrest Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
47 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.