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 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%	-$5.05K	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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return