Stonebridge Wealth Management
PWV icon

Stonebridge Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Stonebridge Wealth Management’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 		$585K Buy
7,671
+65
+0.9% +$5.2K 0.52% 25
2026
Q2 		$576K Buy
7,606
+242
+3% +$17.8K 0.52% 25
2026
Q1 		$513K Buy
7,364
+286
+4% +$19.7K 0.49% 26
2025
Q4 		$471K Buy
+7,078
New +$465K 0.44% 29

Other funds holding PWV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Cooksen Wealth
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Schuylkill Financial
Schuylkill Financial Wyomissing, Pennsylvania $102M AUM
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Stonebridge Wealth Management's PWV Position: Q3 2026 in Review

Stonebridge Wealth Management increased its Invesco Large Cap Value ETF (PWV) stake by 0.85% in Q3 2026, buying an estimated $5.2K and bringing the position to 7,671 shares worth $585K. The position accounts for 0.52% of the portfolio, ranked #25.

Stonebridge Wealth Management first reported a position in PWV in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

  • Stonebridge Wealth Management held 7,671 shares of Invesco Large Cap Value ETF worth $585K as of Q3 2026.
  • Stonebridge Wealth Management bought 65 Invesco Large Cap Value ETF shares in Q3 2026, an estimated $5.2K.
  • Invesco Large Cap Value ETF made up 0.52% of Stonebridge Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Stonebridge Wealth Management first reported a position in Invesco Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.