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

AE 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
2025 Q2	$74.1K	Hold
2025 Q1	$70.9K	Buy
2024 Q4	$796	Buy
2022 Q2	–	Sell
2022 Q1	$12.7M	Buy
2020 Q1	–	Sell
2019 Q4	$262K	Buy
2018 Q4	–	Sell
2018 Q3	$370K	Buy