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Spire Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Spire 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 		$2.11M Sell
27,846
-2,907
-9% -$214K 0.06% 268
2026
Q1 		$2.14M Buy
30,753
+54
+0.2% +$3.73K 0.07% 243
2025
Q4 		$2.04M Sell
30,699
-2,760
-8% -$181K 0.07% 250
2025
Q3 		$2.18M Buy
33,459
+82
+0.2% +$5.19K 0.07% 216
2025
Q2 		$2.07M Buy
33,377
+128
+0.4% +$7.49K 0.07% 218
2025
Q1 		$1.98M Buy
33,249
+143
+0.4% +$8.48K 0.06% 267
2024
Q4 		$1.88M Buy
33,106
+292
+0.9% +$17.3K 0.06% 252
2024
Q3 		$1.91M Buy
32,814
+4,312
+15% +$246K 0.06% 239
2024
Q2 		$1.57M Sell
28,502
-3,741
-12% -$207K 0.06% 264
2024
Q1 		$1.83M Buy
32,243
+664
+2% +$35K 0.03% 265
2023
Q4 		$1.6M Buy
31,579
+3
+0% +$142 0.05% 270
2023
Q3 		$1.48M Buy
31,576
+2
+0% +$95 0.06% 261
2023
Q2 		$1.47M Sell
31,574
-1,786
-5% -$81K 0.05% 274
2023
Q1 		$1.51M Buy
33,360
+5,227
+19% +$243K 0.06% 274
2022
Q4 		$1.32M Sell
28,133
-377
-1% -$17.5K 0.07% 202
2022
Q3 		$1.19M Sell
28,510
-12,252
-30% -$552K 0.07% 188
2022
Q2 		$1.78M Sell
40,762
-3,741
-8% -$176K 0.07% 222
2022
Q1 		$2.18M Sell
44,503
-232
-0.5% -$11.3K 0.06% 256
2021
Q4 		$2.18M Buy
44,735
+3
+0% +$142 0.05% 297
2021
Q3 		$1.99M Buy
44,732
+2
+0% +$90 0.05% 282
2021
Q2 		$1.99M Buy
44,730
+2
+0% +$89 0.05% 290
2021
Q1 		$1.91M Buy
+44,728
New +$1.82M 0.05% 291

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
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
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
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

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

Spire Wealth Management reduced its Invesco Large Cap Value ETF (PWV) stake by 9.5% in Q2 2026, selling an estimated $214K and leaving 27,846 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #268.

Spire Wealth Management first reported a position in PWV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.18M in Q3 2025. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Spire Wealth Management held 27,846 shares of Invesco Large Cap Value ETF worth $2.11M as of Q2 2026.
  • Spire Wealth Management sold 2,907 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $214K.
  • Invesco Large Cap Value ETF made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Spire Wealth Management first reported a position in Invesco Large Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Large Cap Value ETF position peaked at $2.18M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.