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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Invesco Exchange Traded Fd T dynmc lrg valu

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc lrg valu held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc lrg valu by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $406k 5.8k 69.71
2025-12-31 $388k 5.8k 66.52

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Vanguard Index Fds Value Etf (VTV)
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View all positions for Capital Performance Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Bank of America Corporation
Pnc Financial Services
UBS Group
Raymond James Financial
Arkadios Wealth Advisors
Commonwealth Equity Services
IAG Wealth Partners
Atlas Private Wealth Advisors
Fundamentun
Envestnet Asset Management
Kestra Advisory Services
Cullen Frost Bankers
Wells Fargo & Company

View all funds holding Invesco Exchange Traded Fd T dynmc lrg valu