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

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

SeaCrest Wealth Management's PWV Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 17% in Q2 2026, buying an estimated $48.1K and bringing the position to 4,617 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #377.

SeaCrest Wealth Management first reported a position in PWV in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

SeaCrest Wealth Management held 4,617 shares of Invesco Large Cap Value ETF worth $350K as of Q2 2026.
SeaCrest Wealth Management bought 655 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $48.1K.
Invesco Large Cap Value ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #377 holding.
SeaCrest Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.