Schuylkill Financial’s Invesco Large Cap Value ETF PWV Stock Holding History

Schuylkill Financial’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 Q3	$1.15M	Buy	+15,135	New	+$1.21M	1.13%	20

Other funds holding PWV

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Schuylkill Financial's PWV Position: Q3 2026 in Review

Schuylkill Financial opened a new position in Invesco Large Cap Value ETF (PWV) in Q3 2026: 15,135 shares worth $1.15M. The stake represents 1.13% of the portfolio and ranks #20 among its holdings.

40 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Schuylkill Financial held 15,135 shares of Invesco Large Cap Value ETF worth $1.15M as of Q3 2026.
Invesco Large Cap Value ETF was a new Schuylkill Financial position in Q3 2026.
Invesco Large Cap Value ETF made up 1.13% of Schuylkill Financial's portfolio in Q3 2026, its #20 holding.
40 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Schuylkill Financial's 13F filing for Q3 2026, filed 21 Oct 2026.