Wedmont Private Capital’s Invesco Large Cap Value ETF PWV Stock Holding History

Wedmont Private Capital’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 Q3	$486K	Hold	6,223	–	–	0.01%	603
2026 Q2	$485K	Hold	6,223	–	–	0.01%	560
2026 Q1	$445K	Hold	6,223	–	–	0.01%	536
2025 Q4	$418K	Hold	6,223	–	–	0.01%	537
2025 Q3	$405K	Hold	6,223	–	–	0.02%	531
2025 Q2	$386K	Hold	6,223	–	–	0.02%	499
2025 Q1	$339K	Hold	6,223	–	–	0.02%	490
2024 Q4	$352K	Buy	6,223 +223	+4%	+$13.2K	0.02%	489
2024 Q3	$351K	Hold	6,000	–	–	0.02%	470
2024 Q2	$338K	Hold	6,000	–	–	0.02%	463
2024 Q1	$338K	Hold	6,000	–	–	0.02%	427
2023 Q4	$307K	Hold	6,000	–	–	0.03%	425
2023 Q3	$278K	Hold	6,000	–	–	0.03%	403
2023 Q2	$281K	Hold	6,000	–	–	0.03%	393
2023 Q1	$274K	Hold	6,000	–	–	0.04%	364
2022 Q4	$288K	Hold	6,000	–	–	0.04%	341
2022 Q3	$250K	Hold	6,000	–	–	0.05%	302
2022 Q2	$262K	Hold	6,000	–	–	0.06%	269
2022 Q1	$294K	Hold	6,000	–	–	0.07%	239
2021 Q4	$303K	Buy	+6,000	New	+$284K	0.09%	166

Other funds holding PWV

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wedmont Private Capital's PWV Position: Q3 2026 in Review

Wedmont Private Capital held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 6,223 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #603.

Wedmont Private Capital first reported a position in PWV in Q4 2021 and has held it in 20 quarters since. 12 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Wedmont Private Capital held 6,223 shares of Invesco Large Cap Value ETF worth $486K as of Q3 2026.
Wedmont Private Capital left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
Invesco Large Cap Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #603 holding.
Wedmont Private Capital first reported a position in Invesco Large Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
12 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.