Wescott Financial Advisory Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Wescott Financial Advisory Group’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 Q1	$496K	Hold	7,119	–	–	0.04%	128
2025 Q4	$474K	Hold	7,119	–	–	0.04%	128
2025 Q3	$464K	Hold	7,119	–	–	0.04%	125
2025 Q2	$442K	Hold	7,119	–	–	0.04%	125
2025 Q1	$424K	Hold	7,119	–	–	0.04%	120
2024 Q4	$405K	Hold	7,119	–	–	0.04%	125
2024 Q3	$415K	Hold	7,119	–	–	0.04%	131
2024 Q2	$392K	Hold	7,119	–	–	0.05%	126
2024 Q1	$404K	Hold	7,119	–	–	0.05%	119
2023 Q4	$361K	Hold	7,119	–	–	0.05%	122
2023 Q3	$333K	Hold	7,119	–	–	0.06%	121
2023 Q2	$332K	Hold	7,119	–	–	0.06%	126
2023 Q1	$322K	Hold	7,119	–	–	0.07%	126
2022 Q4	$335K	Hold	7,119	–	–	0.07%	114
2022 Q3	$297K	Hold	7,119	–	–	0.08%	114
2022 Q2	$311K	Hold	7,119	–	–	0.08%	106
2022 Q1	$348K	Buy	+7,119	New	+$346K	0.09%	98

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wescott Financial Advisory Group's PWV Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 7,119 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #128.

Wescott Financial Advisory Group first reported a position in PWV in Q1 2022 and has held it in 17 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Wescott Financial Advisory Group held 7,119 shares of Invesco Large Cap Value ETF worth $496K as of Q1 2026.
Wescott Financial Advisory Group left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
Invesco Large Cap Value ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #128 holding.
Wescott Financial Advisory Group first reported a position in Invesco Large Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.