Truist Financial’s Invesco Large Cap Value ETF PWV Stock Holding History

Truist Financial’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	$354K	Buy	+5,082	New	+$351K	﹤0.01%	2295
2023 Q3	–	Sell	-21,685	Closed	-$1.01M	–	2656
2023 Q2	$1.01M	Sell	21,685 -6	-0%	-$272	﹤0.01%	1581
2023 Q1	$982K	Sell	21,691 -16,692	-43%	-$776K	﹤0.01%	1562
2022 Q4	$1.81M	Buy	38,383 +12,812	+50%	+$595K	﹤0.01%	1265
2022 Q3	$1.06M	Buy	25,571 +441	+2%	+$19.9K	﹤0.01%	1469
2022 Q2	$1.1M	Sell	25,130 -20	-0.1%	-$938	﹤0.01%	1504
2022 Q1	$1.23M	Buy	25,150 +1,486	+6%	+$72.2K	﹤0.01%	1525
2021 Q4	$1.15M	Buy	23,664 +320	+1%	+$15.1K	﹤0.01%	1554
2021 Q3	$1.04M	Buy	23,344 +368	+2%	+$16.5K	﹤0.01%	1580
2021 Q2	$1.02M	Sell	22,976 -30	-0.1%	-$1.34K	﹤0.01%	1639
2021 Q1	$981K	Sell	23,006 -1,086	-5%	-$44.1K	﹤0.01%	1611
2020 Q4	$929K	Buy	24,092 +3,082	+15%	+$112K	﹤0.01%	1518
2020 Q3	$715K	Buy	+21,010	New	+$723K	﹤0.01%	1528

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

Truist Financial's PWV Position: Q1 2026 in Review

Truist Financial opened a new position in Invesco Large Cap Value ETF (PWV) in Q1 2026: 5,082 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Truist Financial previously reported a position in PWV as recently as Q2 2023.

Truist Financial first reported a position in PWV in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2022. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Truist Financial held 5,082 shares of Invesco Large Cap Value ETF worth $354K as of Q1 2026.
Invesco Large Cap Value ETF was a new Truist Financial position in Q1 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2295 holding.
Truist Financial first reported a position in Invesco Large Cap Value ETF in Q3 2020 and has held it in 13 quarters since.
Truist Financial's Invesco Large Cap Value ETF position peaked at $1.81M in Q4 2022.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.