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

Criterion Capital 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
2024
Q4 		$174K Hold
3,155
– – 0.11% 81
2024
Q3 		$174K Hold
3,155
– – 0.11% 81
2024
Q2 		$174K Hold
3,155
– – 0.11% 81
2024
Q1 		$179K Hold
3,155
– – 0.12% 79
2023
Q4 		$160K Buy
+3,155
New +$150K 0.12% 83

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Criterion Capital Advisors's PWV Position: Q4 2024 in Review

Criterion Capital Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q4 2024 at 3,155 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #81.

Criterion Capital Advisors first reported a position in PWV in Q4 2023 and has held it in 5 quarters since. The position peaked at $179K in Q1 2024. 158 funds tracked by Wall St. Rank hold PWV as of Q4 2024.

  • Criterion Capital Advisors held 3,155 shares of Invesco Large Cap Value ETF worth $174K as of Q4 2024.
  • Criterion Capital Advisors left its Invesco Large Cap Value ETF share count unchanged in Q4 2024.
  • Invesco Large Cap Value ETF made up 0.11% of Criterion Capital Advisors's portfolio in Q4 2024, its #81 holding.
  • Criterion Capital Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Invesco Large Cap Value ETF position peaked at $179K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.