BSC
PWV icon

BOLTON SECURITIES CORPORATION’s Invesco Large Cap Value ETF PWV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.52M Buy
+21,827
New +$1.51M 0.07% 286
2025
Q3 		$1.42M Buy
+21,827
New +$1.38M 0.07% 310
2025
Q1 		$1.3M Buy
+21,827
New +$1.29M 0.08% 280

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 $468B AUM 17.69% 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 $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PWV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco Large Cap Value ETF (PWV) in Q1 2026: 21,827 shares worth $1.52M. The stake represents 0.07% of the portfolio and ranks #286 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PWV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PWV in Q1 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 21,827 shares of Invesco Large Cap Value ETF worth $1.52M as of Q1 2026.
  • Invesco Large Cap Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco Large Cap Value ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #286 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Large Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.