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

Faithward 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
2020
Q1 		– Sell
-483
Closed -$20K – 250
2019
Q4 		$20K Buy
+483
New +$19.2K ﹤0.01% 211

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
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
CWM
Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Faithward Advisors's PWV Position: Q1 2020 in Review

Faithward Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q1 2020, closing a stake of 483 shares — an estimated $20K sold.

Faithward Advisors first reported a position in PWV in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 115 funds tracked by Wall St. Rank hold PWV as of Q1 2020.

  • Faithward Advisors reported no remaining Invesco Large Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Faithward Advisors sold 483 Invesco Large Cap Value ETF shares in Q1 2020, an estimated $20K.
  • Faithward Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Faithward Advisors's Invesco Large Cap Value ETF position peaked at $20K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2020.

Based on Faithward Advisors's 13F filing for Q1 2020, filed 12 May 2020.