True Wealth Design’s Invesco Large Cap Value ETF PWV Stock Holding History

True Wealth Design’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	$347K	Sell	4,584 -266	-5%	-$19.6K	0.08%	61
2026 Q1	$338K	Sell	4,850 -356	-7%	-$24.6K	0.09%	50
2025 Q4	$346K	Hold	5,206	–	–	0.1%	38
2025 Q3	$339K	Hold	5,206	–	–	0.1%	37
2025 Q2	$324K	Hold	5,206	–	–	0.11%	30
2025 Q1	$310K	Hold	5,206	–	–	0.12%	23
2024 Q4	$296K	Hold	5,206	–	–	0.11%	22
2024 Q3	$304K	Hold	5,206	–	–	0.12%	24
2024 Q2	$287K	Hold	5,206	–	–	0.07%	112
2024 Q1	$295K	Hold	5,206	–	–	0.07%	112
2023 Q4	$264K	Hold	5,206	–	–	0.07%	110
2023 Q3	$244K	Hold	5,206	–	–	0.08%	112
2023 Q2	$243K	Hold	5,206	–	–	0.09%	110
2023 Q1	$236K	Hold	5,206	–	–	0.1%	116
2022 Q4	$245K	Buy	+5,206	New	+$242K	0.11%	108

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

True Wealth Design's PWV Position: Q2 2026 in Review

True Wealth Design reduced its Invesco Large Cap Value ETF (PWV) stake by 5.5% in Q2 2026, selling an estimated $19.6K and leaving 4,584 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #61.

True Wealth Design first reported a position in PWV in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

True Wealth Design held 4,584 shares of Invesco Large Cap Value ETF worth $347K as of Q2 2026.
True Wealth Design sold 266 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $19.6K.
Invesco Large Cap Value ETF made up 0.08% of True Wealth Design's portfolio in Q2 2026, its #61 holding.
True Wealth Design first reported a position in Invesco Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.