WP
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WealthShield Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

WealthShield Partners’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 		– Sell
-4,753
Closed -$331K – 551
2026
Q1 		$331K Sell
4,753
-890
-16% -$61.4K 0.04% 283
2025
Q4 		$375K Sell
5,643
-155
-3% -$10.2K 0.04% 265
2025
Q3 		$378K Sell
5,798
-155
-3% -$9.81K 0.04% 259
2025
Q2 		$370K Sell
5,953
-720
-11% -$42.1K 0.04% 259
2025
Q1 		$397K Sell
6,673
-395
-6% -$23.4K 0.05% 240
2024
Q4 		$402K Sell
7,068
-165
-2% -$9.76K 0.06% 224
2024
Q3 		$422K Sell
7,233
-218
-3% -$12.4K 0.06% 223
2024
Q2 		$410K Sell
7,451
-47
-0.6% -$2.6K 0.06% 217
2024
Q1 		$425K Sell
7,498
-280
-4% -$14.8K 0.07% 206
2023
Q4 		$395K Buy
7,778
+23
+0.3% +$1.09K 0.07% 217
2023
Q3 		$363K Sell
7,755
-55
-0.7% -$2.62K 0.05% 229
2023
Q2 		$364K Sell
7,810
-635
-8% -$28.8K 0.05% 229
2023
Q1 		$382K Sell
8,445
-145
-2% -$6.74K 0.06% 226
2022
Q4 		$404K Sell
8,590
-480
-5% -$22.3K 0.08% 215
2022
Q3 		$378K Sell
9,070
-510
-5% -$23K 0.08% 228
2022
Q2 		$418K Sell
9,580
-130
-1% -$6.1K 0.08% 218
2022
Q1 		$475K Buy
+9,710
New +$472K 0.08% 239
2019
Q1 		– Sell
-107
Closed -$3K – 282
2018
Q4 		$3K Hold
107
– – ﹤0.01% 226
2018
Q3 		$4K Hold
107
– – ﹤0.01% 233
2018
Q2 		$4K Buy
+107
New +$3.89K ﹤0.01% 224
2018
Q1 		– Sell
-142
Closed -$6K – 249
2017
Q4 		$6K Buy
+142
New +$5.45K ﹤0.01% 201

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
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
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
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

WealthShield Partners's PWV Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Large Cap Value ETF (PWV) in Q2 2026, closing a stake of 4,753 shares — an estimated $331K sold.

WealthShield Partners first reported a position in PWV in Q4 2017 and held it in 21 quarters. The position peaked at $475K in Q1 2022. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,753 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $331K.
  • WealthShield Partners first reported a position in Invesco Large Cap Value ETF in Q4 2017 and held it in 21 quarters.
  • WealthShield Partners's Invesco Large Cap Value ETF position peaked at $475K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.