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Concurrent Investment Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Concurrent Investment 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 		$450K Sell
5,937
-384
-6% -$28.2K ﹤0.01% 1465
2026
Q1 		$441K Hold
6,321
– – ﹤0.01% 1281
2025
Q4 		$420K Buy
+6,321
New +$415K ﹤0.01% 1229
2024
Q4 		– Sell
-3,655
Closed -$213K – 1202
2024
Q3 		$213K Buy
+3,655
New +$208K 0.01% 921

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

Concurrent Investment Advisors's PWV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 6.1% in Q2 2026, selling an estimated $28.2K and leaving 5,937 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Concurrent Investment Advisors first reported a position in PWV in Q3 2024 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Concurrent Investment Advisors held 5,937 shares of Invesco Large Cap Value ETF worth $450K as of Q2 2026.
  • Concurrent Investment Advisors sold 384 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $28.2K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1465 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.