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
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 $1.66T 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tucker Asset Management's PWV Position: Q4 2025 in Review

Tucker Asset Management held its Invesco Large Cap Value ETF (PWV) position steady in Q4 2025 at 181 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Tucker Asset Management first reported a position in PWV in Q2 2022 and has held it in 15 quarters since. 181 funds tracked by Wall St. Rank hold PWV as of Q4 2025.

Tucker Asset Management held 181 shares of Invesco Large Cap Value ETF worth $12K as of Q4 2025.
Tucker Asset Management left its Invesco Large Cap Value ETF share count unchanged in Q4 2025.
Invesco Large Cap Value ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #545 holding.
Tucker Asset Management first reported a position in Invesco Large Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
181 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.