Cerity Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Cerity Partners’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	$301K	Buy	3,974 +8	+0.2%	+$588	﹤0.01%	2787
2026 Q1	$276K	Buy	3,966 +7	+0.2%	+$483	﹤0.01%	2669
2025 Q4	$263K	Sell	3,959 -454	-10%	-$29.8K	﹤0.01%	2485
2025 Q3	$288K	Buy	4,413 +6	+0.1%	+$380	﹤0.01%	2306
2025 Q2	$274K	Buy	4,407 +10	+0.2%	+$585	﹤0.01%	2200
2025 Q1	$262K	Sell	4,397 -215	-5%	-$12.7K	﹤0.01%	2092
2024 Q4	$262K	Buy	4,612 +7	+0.2%	+$414	﹤0.01%	2102
2024 Q3	$269K	Buy	4,605 +7	+0.2%	+$399	﹤0.01%	2133
2024 Q2	$253K	Buy	4,598 +8	+0.2%	+$442	﹤0.01%	1912
2024 Q1	$261K	Buy	4,590 +6	+0.1%	+$316	﹤0.01%	1949
2023 Q4	$232K	Buy	+4,584	New	+$218K	﹤0.01%	1652
2023 Q2	–	Sell	-4,770	Closed	-$215K	–	1890
2023 Q1	$215K	Buy	+4,770	New	+$222K	﹤0.01%	1677

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cerity Partners's PWV Position: Q2 2026 in Review

Cerity Partners increased its Invesco Large Cap Value ETF (PWV) stake by 0.2% in Q2 2026, buying an estimated $588 and bringing the position to 3,974 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Cerity Partners first reported a position in PWV in Q1 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Cerity Partners held 3,974 shares of Invesco Large Cap Value ETF worth $301K as of Q2 2026.
Cerity Partners bought 8 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $588.
Invesco Large Cap Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2787 holding.
Cerity Partners first reported a position in Invesco Large Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
188 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.