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

BKM 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
2024
Q1 		– Sell
-229
Closed -$11.6K – 465
2023
Q4 		$11.6K Buy
+229
New +$10.9K 0.01% 443

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BKM Wealth Management's PWV Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Large Cap Value ETF (PWV) in Q1 2024, closing a stake of 229 shares — an estimated $11.6K sold.

BKM Wealth Management first reported a position in PWV in Q4 2023 and held it in 1 quarter. The position peaked at $11.6K in Q4 2023. 143 funds tracked by Wall St. Rank hold PWV as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 229 Invesco Large Cap Value ETF shares in Q1 2024, an estimated $11.6K.
  • BKM Wealth Management first reported a position in Invesco Large Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Large Cap Value ETF position peaked at $11.6K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.