Thompson Siegel & Walmsley’s Invesco Large Cap Value ETF PWV Stock Holding History

Thompson Siegel & Walmsley’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	$200K	Buy	+2,642	New	+$194K	﹤0.01%	435

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

Thompson Siegel & Walmsley's PWV Position: Q2 2026 in Review

Thompson Siegel & Walmsley opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2026: 2,642 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Thompson Siegel & Walmsley held 2,642 shares of Invesco Large Cap Value ETF worth $200K as of Q2 2026.
Invesco Large Cap Value ETF was a new Thompson Siegel & Walmsley position in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #435 holding.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.