SWM
PWV icon

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

Stonebridge 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 		$576K Buy
7,606
+242
+3% +$17.8K 0.52% 25
2026
Q1 		$513K Buy
7,364
+286
+4% +$19.7K 0.49% 26
2025
Q4 		$471K Buy
+7,078
New +$465K 0.44% 29

Other funds holding PWV

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

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

Stonebridge Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 3.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 7,606 shares worth $576K. The position accounts for 0.52% of the portfolio, ranked #25.

Stonebridge Wealth Management first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Stonebridge Wealth Management held 7,606 shares of Invesco Large Cap Value ETF worth $576K as of Q2 2026.
  • Stonebridge Wealth Management bought 242 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $17.8K.
  • Invesco Large Cap Value ETF made up 0.52% of Stonebridge Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Stonebridge Wealth Management first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.