Waverly Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Waverly Advisors’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	$17M	Buy	224,439 +207,927	+1,259%	+$15.3M	0.1%	199
2026 Q1	$1.15M	Buy	16,512 +20	+0.1%	+$1.38K	0.01%	790
2025 Q4	$1.1M	Sell	16,492 -2,101	-11%	-$138K	0.01%	733
2025 Q3	$1.21M	Buy	18,593 +17	+0.1%	+$1.08K	0.01%	599
2025 Q2	$1.15M	Buy	18,576 +28	+0.2%	+$1.64K	0.01%	588
2025 Q1	$1.1M	Buy	18,548 +26	+0.1%	+$1.54K	0.01%	586
2024 Q4	$1.05M	Buy	18,522 +20	+0.1%	+$1.18K	0.02%	498
2024 Q3	$1.08M	Buy	18,502 +20	+0.1%	+$1.14K	0.02%	434
2024 Q2	$1.02M	Buy	18,482 +824	+5%	+$45.5K	0.02%	430
2024 Q1	$1M	Buy	+17,658	New	+$931K	0.02%	366

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

Waverly Advisors's PWV Position: Q2 2026 in Review

Waverly Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 1,259% in Q2 2026, buying an estimated $15.3M and bringing the position to 224,439 shares worth $17M. The position accounts for 0.1% of the portfolio, ranked #199.

Waverly Advisors first reported a position in PWV in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Waverly Advisors held 224,439 shares of Invesco Large Cap Value ETF worth $17M as of Q2 2026.
Waverly Advisors bought 207,927 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $15.3M.
Invesco Large Cap Value ETF made up 0.1% of Waverly Advisors's portfolio in Q2 2026, its #199 holding.
Waverly Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.