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Capital Performance Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Capital Performance Advisors’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 		$441K Hold
5,825
– – 0.03% 184
2026
Q1 		$406K Hold
5,825
– – 0.03% 251
2025
Q4 		$387K Buy
+5,825
New +$382K 0.03% 258

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 $445B AUM 25.58% 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 $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
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
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

Capital Performance Advisors's PWV Position: Q2 2026 in Review

Capital Performance Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q2 2026 at 5,825 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #184.

Capital Performance Advisors first reported a position in PWV in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Capital Performance Advisors held 5,825 shares of Invesco Large Cap Value ETF worth $441K as of Q2 2026.
  • Capital Performance Advisors left its Invesco Large Cap Value ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Value ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #184 holding.
  • Capital Performance Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.