Summit Financial’s Invesco Large Cap Value ETF PWV Stock Holding History

Summit Financial’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	$371K	Buy	4,891 +1	+0%	+$74	﹤0.01%	1223
2026 Q1	$341K	Hold	4,890	–	–	﹤0.01%	1135
2025 Q4	$325K	Hold	4,890	–	–	﹤0.01%	1048
2025 Q3	$319K	Buy	4,890 +271	+6%	+$17.2K	﹤0.01%	1039
2025 Q2	$287K	Buy	+4,619	New	+$270K	0.01%	692

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

Summit Financial's PWV Position: Q2 2026 in Review

Summit Financial increased its Invesco Large Cap Value ETF (PWV) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 4,891 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Summit Financial first reported a position in PWV in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Summit Financial held 4,891 shares of Invesco Large Cap Value ETF worth $371K as of Q2 2026.
Summit Financial bought 1 Invesco Large Cap Value ETF share in Q2 2026, an estimated $74.
Invesco Large Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1223 holding.
Summit Financial first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.