Wealth Enhancement Advisory Services
PWV icon

Wealth Enhancement Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Wealth Enhancement Advisory Services’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 		$289K Buy
3,712
+157
+4% +$11.5K ﹤0.01% 3241
2026
Q1 		$248K Sell
3,555
-3,217
-48% -$222K ﹤0.01% 2956
2025
Q4 		$459K Sell
6,772
-551
-8% -$36.2K ﹤0.01% 2543
2025
Q3 		$477K Sell
7,323
-16,935
-70% -$1.07M ﹤0.01% 2405
2025
Q2 		$1.53M Buy
24,258
+17,148
+241% +$1M ﹤0.01% 1502
2025
Q1 		$423K Sell
7,110
-327
-4% -$19.4K ﹤0.01% 2167
2024
Q4 		$423K Sell
7,437
-47
-0.6% -$2.78K ﹤0.01% 2109
2024
Q3 		$436K Sell
7,484
-5
-0.1% -$285 ﹤0.01% 1912
2024
Q2 		$412K Sell
7,489
-41
-0.5% -$2.27K ﹤0.01% 1760
2024
Q1 		$427K Sell
7,530
-1,527
-17% -$80.5K ﹤0.01% 1683
2023
Q4 		$460K Hold
9,057
– – ﹤0.01% 1556
2023
Q3 		$424K Buy
+9,057
New +$432K ﹤0.01% 1526

Other funds holding PWV

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's PWV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Large Cap Value ETF (PWV) stake by 4.4% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,712 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Wealth Enhancement Advisory Services first reported a position in PWV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q2 2025. 35 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,712 shares of Invesco Large Cap Value ETF worth $289K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 157 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $11.5K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3241 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Large Cap Value ETF position peaked at $1.53M in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.