ACA
PWV icon

Aptus Capital Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Aptus Capital 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
2023
Q1 		– Sell
-4,192
Closed -$197K – 870
2022
Q4 		$197K Hold
4,192
– – 0.01% 479
2022
Q3 		$175K Buy
+4,192
New +$189K ﹤0.01% 454

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
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
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Aptus Capital Advisors's PWV Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q1 2023, closing a stake of 4,192 shares — an estimated $197K sold.

Aptus Capital Advisors first reported a position in PWV in Q3 2022 and held it in 2 quarters. The position peaked at $197K in Q4 2022. 139 funds tracked by Wall St. Rank hold PWV as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Invesco Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 4,192 Invesco Large Cap Value ETF shares in Q1 2023, an estimated $197K.
  • Aptus Capital Advisors first reported a position in Invesco Large Cap Value ETF in Q3 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco Large Cap Value ETF position peaked at $197K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.