Solutions 4 Wealth’s Invesco Large Cap Value ETF PWV Stock Holding History

Solutions 4 Wealth’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	$1.77M	Buy	23,299 +4,309	+23%	+$317K	2.28%	13
2026 Q1	$1.32M	Buy	18,990 +9,243	+95%	+$638K	1.99%	14
2025 Q4	$648K	Buy	9,747 +4,503	+86%	+$296K	0.98%	28
2025 Q3	$342K	Buy	5,244 +488	+10%	+$30.9K	0.53%	41
2025 Q2	$296K	Buy	4,756 +127	+3%	+$7.43K	0.49%	43
2025 Q1	$275K	Buy	4,629 +167	+4%	+$9.9K	0.49%	43
2024 Q4	$254K	Sell	4,462 -5	-0.1%	-$296	0.46%	44
2024 Q3	$261K	Sell	4,467 -1,207	-21%	-$68.7K	0.51%	45
2024 Q2	$312K	Buy	+5,674	New	+$313K	0.71%	35

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

Solutions 4 Wealth's PWV Position: Q2 2026 in Review

Solutions 4 Wealth increased its Invesco Large Cap Value ETF (PWV) stake by 23% in Q2 2026, buying an estimated $317K and bringing the position to 23,299 shares worth $1.77M. The position accounts for 2.28% of the portfolio, ranked #13.

Solutions 4 Wealth first reported a position in PWV in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Solutions 4 Wealth held 23,299 shares of Invesco Large Cap Value ETF worth $1.77M as of Q2 2026.
Solutions 4 Wealth bought 4,309 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $317K.
Invesco Large Cap Value ETF made up 2.28% of Solutions 4 Wealth's portfolio in Q2 2026, its #13 holding.
Solutions 4 Wealth first reported a position in Invesco Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.