Sims Investment Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Sims Investment 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	$201K	Buy	+2,655	New	+$195K	0.06%	40

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

Sims Investment Management's PWV Position: Q2 2026 in Review

Sims Investment Management opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2026: 2,655 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #40 among its holdings.

194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Sims Investment Management held 2,655 shares of Invesco Large Cap Value ETF worth $201K as of Q2 2026.
Invesco Large Cap Value ETF was a new Sims Investment Management position in Q2 2026.
Invesco Large Cap Value ETF made up 0.06% of Sims Investment Management's portfolio in Q2 2026, its #40 holding.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.