Creative Financial Designs’s Invesco Large Cap Value ETF PWV Stock Holding History

Creative Financial Designs’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
2020 Q3	–	Sell	-500	Closed	-$17K	–	1278
2020 Q2	$17K	Buy	+500	New	+$16.5K	0.01%	642
2018 Q3	–	Sell	-400	Closed	-$14K	–	811
2018 Q2	$14K	Hold	400	–	–	0.01%	419
2018 Q1	$15K	Hold	400	–	–	0.01%	374
2017 Q4	$16K	Sell	400 -175	-30%	-$6.72K	0.01%	349
2017 Q3	$21K	Buy	575 +288	+100%	+$10.5K	0.01%	331
2017 Q2	$10K	Hold	287	–	–	0.01%	419
2017 Q1	$10K	Buy	+287	New	+$10K	0.01%	403

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 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

WBG

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

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's PWV Position: Q3 2020 in Review

Creative Financial Designs sold out of Invesco Large Cap Value ETF (PWV) in Q3 2020, closing a stake of 500 shares — an estimated $17K sold.

Creative Financial Designs first reported a position in PWV in Q1 2017 and held it in 7 quarters. The position peaked at $21K in Q3 2017. 112 funds tracked by Wall St. Rank hold PWV as of Q3 2020.

Creative Financial Designs reported no remaining Invesco Large Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Creative Financial Designs sold 500 Invesco Large Cap Value ETF shares in Q3 2020, an estimated $17K.
Creative Financial Designs first reported a position in Invesco Large Cap Value ETF in Q1 2017 and held it in 7 quarters.
Creative Financial Designs's Invesco Large Cap Value ETF position peaked at $21K in Q3 2017.
112 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.