Buckingham Strategic Wealth’s Invesco Large Cap Value ETF PWV Stock Holding History

Buckingham Strategic Wealth’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 Q2	$283K	Buy	5,145 +22	+0.4%	+$1.22K	﹤0.01%	616
2024 Q1	$290K	Hold	5,123	–	–	﹤0.01%	600
2023 Q4	$260K	Hold	5,123	–	–	﹤0.01%	607
2023 Q3	$240K	Hold	5,123	–	–	﹤0.01%	584
2023 Q2	$239K	Hold	5,123	–	–	﹤0.01%	585
2023 Q1	$241K	Hold	5,123	–	–	﹤0.01%	524
2022 Q4	$241K	Hold	5,123	–	–	﹤0.01%	526
2022 Q3	$213K	Hold	5,123	–	–	﹤0.01%	538
2022 Q2	$224K	Hold	5,123	–	–	﹤0.01%	533
2022 Q1	$251K	Hold	5,123	–	–	﹤0.01%	515
2021 Q4	$250K	Hold	5,123	–	–	﹤0.01%	519
2021 Q3	$228K	Sell	5,123 -2,976	-37%	-$133K	﹤0.01%	530
2021 Q2	$359K	Buy	+8,099	New	+$361K	0.01%	428

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Buckingham Strategic Wealth's PWV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Invesco Large Cap Value ETF (PWV) stake by 0.43% in Q2 2024, buying an estimated $1.22K and bringing the position to 5,145 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Buckingham Strategic Wealth first reported a position in PWV in Q2 2021 and has held it in 13 quarters since. The position peaked at $359K in Q2 2021. 146 funds tracked by Wall St. Rank hold PWV as of Q2 2024.

Buckingham Strategic Wealth held 5,145 shares of Invesco Large Cap Value ETF worth $283K as of Q2 2024.
Buckingham Strategic Wealth bought 22 Invesco Large Cap Value ETF shares in Q2 2024, an estimated $1.22K.
Invesco Large Cap Value ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #616 holding.
Buckingham Strategic Wealth first reported a position in Invesco Large Cap Value ETF in Q2 2021 and has held it in 13 quarters since.
Buckingham Strategic Wealth's Invesco Large Cap Value ETF position peaked at $359K in Q2 2021.
146 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.