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 Q2	$849K	Sell	11,199 -111	-1%	-$8.16K	﹤0.01%	1175
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lido Advisors's PWV Position: Q2 2026 in Review

Lido Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 0.98% in Q2 2026, selling an estimated $8.16K and leaving 11,199 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Lido Advisors first reported a position in PWV in Q1 2017 and has held it in 7 quarters since. The position peaked at $4.58M in Q1 2018. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

Lido Advisors held 11,199 shares of Invesco Large Cap Value ETF worth $849K as of Q2 2026.
Lido Advisors sold 111 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $8.16K.
Invesco Large Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1175 holding.
Lido Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2017 and has held it in 7 quarters since.
Lido Advisors's Invesco Large Cap Value ETF position peaked at $4.58M in Q1 2018.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.