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

Tanglewood Legacy 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	$39.2K	Hold	517	–	–	0.01%	183
2026 Q1	$36K	Hold	517	–	–	0.01%	178
2025 Q4	$34.4K	Hold	517	–	–	0.01%	183
2025 Q3	$33.7K	Hold	517	–	–	0.01%	194
2025 Q2	$32.1K	Hold	517	–	–	0.01%	196
2025 Q1	$30.8K	Hold	517	–	–	0.01%	200
2024 Q4	$29.4K	Hold	517	–	–	0.01%	204
2024 Q3	$30.2K	Hold	517	–	–	0.01%	189
2024 Q2	$28.5K	Hold	517	–	–	0.01%	192
2024 Q1	$29.3K	Hold	517	–	–	0.01%	191
2023 Q4	$26.2K	Hold	517	–	–	0.01%	189
2023 Q3	$24.2K	Hold	517	–	–	0.01%	199
2023 Q2	$24.1K	Hold	517	–	–	0.01%	202
2023 Q1	$23.4K	Hold	517	–	–	0.01%	197
2022 Q4	$24.3K	Buy	+517	New	+$24K	0.02%	174

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

Tanglewood Legacy Advisors's PWV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 517 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Tanglewood Legacy Advisors first reported a position in PWV in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Tanglewood Legacy Advisors held 517 shares of Invesco Large Cap Value ETF worth $39.2K as of Q2 2026.
Tanglewood Legacy Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #183 holding.
Tanglewood Legacy Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.