Smartleaf Asset Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Smartleaf Asset 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	$39.6K	Hold	516	–	–	﹤0.01%	1640
2026 Q1	$35.4K	Hold	516	–	–	﹤0.01%	1645
2025 Q4	$34.5K	Hold	516	–	–	﹤0.01%	1728
2025 Q3	$33.7K	Hold	516	–	–	﹤0.01%	1586
2025 Q2	$31.8K	Hold	516	–	–	﹤0.01%	1354
2025 Q1	$30.3K	Hold	516	–	–	﹤0.01%	1402
2024 Q4	$29.3K	Hold	516	–	–	﹤0.01%	1447
2024 Q3	$30K	Hold	516	–	–	﹤0.01%	1119
2024 Q2	$28.2K	Hold	516	–	–	﹤0.01%	905
2024 Q1	$29.1K	Buy	516 +11	+2%	+$580	0.01%	784
2023 Q4	$26.2K	Buy	+505	New	+$24K	0.01%	631

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

Smartleaf Asset Management's PWV Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 516 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Smartleaf Asset Management first reported a position in PWV in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Smartleaf Asset Management held 516 shares of Invesco Large Cap Value ETF worth $39.6K as of Q2 2026.
Smartleaf Asset Management left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1640 holding.
Smartleaf Asset Management first reported a position in Invesco Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.