The Wealth Group
PWV icon

The Wealth Group’s Invesco Large Cap Value ETF PWV Stock Holding History

The Wealth Group’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
Q3 		$243K Hold
3,165
– – 0.04% 80
2026
Q2 		$240K Sell
3,165
-135
-4% -$9.9K 0.05% 81
2026
Q1 		$230K Hold
3,300
– – 0.05% 78
2025
Q4 		$220K Hold
3,300
– – 0.05% 79
2025
Q3 		$215K Hold
3,300
– – 0.05% 78
2025
Q2 		$205K Buy
+3,300
New +$193K 0.05% 73

Other funds holding PWV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Cooksen Wealth
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Schuylkill Financial
Schuylkill Financial Wyomissing, Pennsylvania $102M AUM
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

The Wealth Group's PWV Position: Q3 2026 in Review

The Wealth Group held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 3,165 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #80.

The Wealth Group first reported a position in PWV in Q2 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • The Wealth Group held 3,165 shares of Invesco Large Cap Value ETF worth $243K as of Q3 2026.
  • The Wealth Group left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Value ETF made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #80 holding.
  • The Wealth Group first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.