Creative Planning’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $396K | Hold |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $264K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $279K | Buy |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $238K | Hold |
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|
2016
Q3 | $222K | Buy |
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|
2016
Q2 | $185K | Hold |
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|
2016
Q1 | $180K | Hold |
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|
2015
Q4 | $175K | Hold |
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|
2015
Q3 | $168K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $199K | Buy |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $13K | Sell |
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|
2014
Q2 | $38K | Buy |
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|
2014
Q1 | $36K | Hold |
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|
2013
Q4 | $35K | Buy |
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|
2013
Q3 | $18K | Buy |
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