Basso Capital Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Basso Capital 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 Q3	$2.26M	Buy	+29,601	New	+$2.37M	0.49%	48

Other funds holding PWV

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

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

AGH Wealth Advisors Wichita, Kansas $172M AUM 28.24% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

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

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Basso Capital Management's PWV Position: Q3 2026 in Review

Basso Capital Management opened a new position in Invesco Large Cap Value ETF (PWV) in Q3 2026: 29,601 shares worth $2.26M. The stake represents 0.49% of the portfolio and ranks #48 among its holdings.

69 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Basso Capital Management held 29,601 shares of Invesco Large Cap Value ETF worth $2.26M as of Q3 2026.
Invesco Large Cap Value ETF was a new Basso Capital Management position in Q3 2026.
Invesco Large Cap Value ETF made up 0.49% of Basso Capital Management's portfolio in Q3 2026, its #48 holding.
69 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.