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

Lido 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 Q1	$788K	Buy	+11,310	New	+$781K	﹤0.01%	1075
2018 Q2	–	Sell	-125,611	Closed	-$4.58M	–	442
2018 Q1	$4.58M	Buy	125,611 +14,208	+13%	+$544K	0.63%	35
2017 Q4	$4.32M	Buy	111,403 +6,152	+6%	+$236K	0.61%	26
2017 Q3	$4M	Buy	105,251 +25,178	+31%	+$918K	0.64%	26
2017 Q2	$2.9M	Buy	80,073 +12,048	+18%	+$427K	0.6%	23
2017 Q1	$2.42M	Buy	+68,025	New	+$2.37M	0.67%	26

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $457M AUM 21.4% 1-Year Est. Return

Lido Advisors's PWV Position: Q1 2026 in Review

Lido Advisors opened a new position in Invesco Large Cap Value ETF (PWV) in Q1 2026: 11,310 shares worth $788K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Lido Advisors previously reported a position in PWV as recently as Q1 2018.

Lido Advisors first reported a position in PWV in Q1 2017 and has held it in 6 quarters since. The position peaked at $4.58M in Q1 2018. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

Lido Advisors held 11,310 shares of Invesco Large Cap Value ETF worth $788K as of Q1 2026.
Invesco Large Cap Value ETF was a new Lido Advisors position in Q1 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1075 holding.
Lido Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2017 and has held it in 6 quarters since.
Lido Advisors's Invesco Large Cap Value ETF position peaked at $4.58M in Q1 2018.
182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.