SPWM Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

SPWM Advisors’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	$16.1M	Buy	204,744 +28,627	+16%	+$2.1M	14.89%	1
2026 Q1	$12.9M	Buy	176,117 +16,480	+10%	+$1.14M	11.17%	1
2025 Q4	$10.6M	Buy	+159,637	New	+$10.5M	10.09%	1

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

SPWM Advisors's PWV Position: Q2 2026 in Review

SPWM Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 16% in Q2 2026, buying an estimated $2.1M and bringing the position to 204,744 shares worth $16.1M. The position accounts for 14.89% of the portfolio, ranked #1.

SPWM Advisors first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

SPWM Advisors held 204,744 shares of Invesco Large Cap Value ETF worth $16.1M as of Q2 2026.
SPWM Advisors bought 28,627 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $2.1M.
Invesco Large Cap Value ETF made up 14.89% of SPWM Advisors's portfolio in Q2 2026, its #1 holding.
SPWM Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.