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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
Q2 		$240K Sell
3,165
-135
-4% -$9.92K 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

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
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

The Wealth Group's PWV Position: Q2 2026 in Review

The Wealth Group reduced its Invesco Large Cap Value ETF (PWV) stake by 4.1% in Q2 2026, selling an estimated $9.92K and leaving 3,165 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #81.

The Wealth Group first reported a position in PWV in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • The Wealth Group held 3,165 shares of Invesco Large Cap Value ETF worth $240K as of Q2 2026.
  • The Wealth Group sold 135 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $9.92K.
  • Invesco Large Cap Value ETF made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #81 holding.
  • The Wealth Group first reported a position in Invesco Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.