Sound View Wealth Advisors Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$344K	Hold	4,938	–	–	0.02%	325
2025 Q4	$328K	Hold	4,938	–	–	0.02%	343
2025 Q3	$322K	Hold	4,938	–	–	0.02%	345
2025 Q2	$307K	Hold	4,938	–	–	0.02%	344
2025 Q1	$294K	Hold	4,938	–	–	0.02%	338
2024 Q4	$281K	Hold	4,938	–	–	0.02%	351
2024 Q3	$288K	Hold	4,938	–	–	0.02%	338
2024 Q2	$272K	Hold	4,938	–	–	0.03%	316
2024 Q1	$280K	Hold	4,938	–	–	0.03%	313
2023 Q4	$251K	Hold	4,938	–	–	0.03%	334
2023 Q3	$231K	Hold	4,938	–	–	0.03%	327
2023 Q2	$230K	Hold	4,938	–	–	0.03%	327
2023 Q1	$224K	Hold	4,938	–	–	0.03%	334
2022 Q4	$251K	Buy	+4,938	New	+$229K	0.03%	334

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Sound View Wealth Advisors Group's PWV Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 4,938 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #325.

Sound View Wealth Advisors Group first reported a position in PWV in Q4 2022 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Sound View Wealth Advisors Group held 4,938 shares of Invesco Large Cap Value ETF worth $344K as of Q1 2026.
Sound View Wealth Advisors Group left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #325 holding.
Sound View Wealth Advisors Group first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.