Tucker Asset Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Tucker Asset Management’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	$13.7K	Hold	181	–	–	﹤0.01%	327
2026 Q1	$12.6K	Hold	181	–	–	﹤0.01%	289
2025 Q4	$12K	Hold	181	–	–	﹤0.01%	545
2025 Q3	$11.8K	Hold	181	–	–	﹤0.01%	248
2025 Q2	$11.2K	Hold	181	–	–	﹤0.01%	216
2025 Q1	$10.8K	Hold	181	–	–	﹤0.01%	229
2024 Q4	$10.3K	Hold	181	–	–	﹤0.01%	743
2024 Q3	$10.6K	Hold	181	–	–	﹤0.01%	689
2024 Q2	$9.96K	Hold	181	–	–	﹤0.01%	847
2024 Q1	$10.3K	Hold	181	–	–	﹤0.01%	843
2023 Q4	$9.18K	Hold	181	–	–	﹤0.01%	714
2023 Q3	$8.47K	Hold	181	–	–	﹤0.01%	695
2023 Q2	$8.44K	Hold	181	–	–	﹤0.01%	573
2023 Q1	$8.2K	Hold	181	–	–	﹤0.01%	596
2022 Q4	$8.54K	Hold	181	–	–	﹤0.01%	371
2022 Q3	$8.4K	Hold	181	–	–	﹤0.01%	358
2022 Q2	$7.9K	Buy	+181	New	+$8.49K	﹤0.01%	277

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

Tucker Asset Management's PWV Position: Q2 2026 in Review

Tucker Asset Management held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 181 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Tucker Asset Management first reported a position in PWV in Q2 2022 and has held it in 17 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Tucker Asset Management held 181 shares of Invesco Large Cap Value ETF worth $13.7K as of Q2 2026.
Tucker Asset Management left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #327 holding.
Tucker Asset Management first reported a position in Invesco Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.