Western Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Western Wealth Management’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	$1.4M	Buy	18,510 +1,000	+6%	+$73.5K	0.05%	382
2026 Q1	$1.22M	Sell	17,510 -173	-1%	-$11.9K	0.05%	387
2025 Q4	$1.18M	Buy	17,683 +302	+2%	+$19.8K	0.05%	307
2025 Q3	$1.13M	Buy	17,381 +1,013	+6%	+$64.1K	0.06%	280
2025 Q2	$1.02M	Sell	16,368 -50	-0.3%	-$2.93K	0.06%	275
2025 Q1	$977K	Buy	16,418 +169	+1%	+$10K	0.06%	258
2024 Q4	$924K	Sell	16,249 -537	-3%	-$31.8K	0.05%	331
2024 Q3	$979K	Buy	16,786 +204	+1%	+$11.6K	0.06%	322
2024 Q2	$913K	Sell	16,582 -204	-1%	-$11.3K	0.07%	244
2024 Q1	$951K	Sell	16,786 -72	-0.4%	-$3.8K	0.07%	238
2023 Q4	$855K	Sell	16,858 -2,413	-13%	-$115K	0.06%	304
2023 Q3	$902K	Sell	19,271 -2,292	-11%	-$109K	0.08%	272
2023 Q2	$1.01M	Sell	21,563 -4,158	-16%	-$189K	0.09%	242
2023 Q1	$1.16M	Sell	25,721 -210	-0.8%	-$9.76K	0.11%	200
2022 Q4	$1.22M	Sell	25,931 -21,423	-45%	-$995K	0.12%	185
2022 Q3	$1.97M	Sell	47,354 -534	-1%	-$24.1K	0.11%	188
2022 Q2	$2.1M	Sell	47,888 -2,526	-5%	-$119K	0.12%	178
2022 Q1	$2.47M	Buy	50,414 +29,846	+145%	+$1.45M	0.12%	174
2021 Q4	$1.01M	Buy	+20,568	New	+$972K	0.1%	195
2021 Q2	$931K	Buy	20,998 +2,585	+14%	+$115K	0.1%	223
2021 Q1	$786K	Buy	18,413 +3,593	+24%	+$146K	0.11%	196
2020 Q4	$571K	Sell	14,820 -1,181	-7%	-$42.9K	0.08%	230
2020 Q3	$544K	Sell	16,001 -889	-5%	-$30.6K	0.09%	219
2020 Q2	$567K	Buy	16,890 +1,993	+13%	+$65.7K	0.1%	202
2020 Q1	$447K	Buy	+14,897	New	+$560K	0.1%	201

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

Western Wealth Management's PWV Position: Q2 2026 in Review

Western Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 5.7% in Q2 2026, buying an estimated $73.5K and bringing the position to 18,510 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #382.

Western Wealth Management first reported a position in PWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q1 2022. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Western Wealth Management held 18,510 shares of Invesco Large Cap Value ETF worth $1.4M as of Q2 2026.
Western Wealth Management bought 1,000 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $73.5K.
Invesco Large Cap Value ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #382 holding.
Western Wealth Management first reported a position in Invesco Large Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
Western Wealth Management's Invesco Large Cap Value ETF position peaked at $2.47M in Q1 2022.
195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.