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PWV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return