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

Moneta Group 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
Q1 		$1.01M Hold
14,440
– – 0.01% 360
2025
Q4 		$961K Buy
+14,440
New +$948K 0.01% 369

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
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

Moneta Group Investment Advisors's PWV Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2026 at 14,440 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #360.

Moneta Group Investment Advisors first reported a position in PWV in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • Moneta Group Investment Advisors held 14,440 shares of Invesco Large Cap Value ETF worth $1.01M as of Q1 2026.
  • Moneta Group Investment Advisors left its Invesco Large Cap Value ETF share count unchanged in Q1 2026.
  • Invesco Large Cap Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #360 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.