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John Overdeck’s Invesco Large Cap Value ETF PWV Stock Holding History

John Overdeck’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 		$2.96M Buy
+39,100
New +$2.87M ﹤0.01% 2640
2025
Q4 		– Sell
-22,500
Closed -$1.47M – 4351
2025
Q3 		$1.47M Buy
+22,500
New +$1.42M ﹤0.01% 2333

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

John Overdeck's PWV Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Large Cap Value ETF (PWV) in Q2 2026: 39,100 shares worth $2.96M. The stake represents ﹤0.01% of the portfolio and ranks #2640 among its holdings. This is a return to the name: John Overdeck previously reported a position in PWV as recently as Q3 2025.

John Overdeck first reported a position in PWV in Q3 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • John Overdeck held 39,100 shares of Invesco Large Cap Value ETF worth $2.96M as of Q2 2026.
  • Invesco Large Cap Value ETF was a new John Overdeck position in Q2 2026.
  • Invesco Large Cap Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2640 holding.
  • John Overdeck first reported a position in Invesco Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.