First Command Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

First Command Advisory Services’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 Q3	–	Sell	-118	Closed	-$6.5K	–	531
2024 Q2	$6.5K	Hold	118	–	–	﹤0.01%	381
2024 Q1	$6.69K	Buy	+118	New	+$6.22K	﹤0.01%	380

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

IWP

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

APWA

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

RJFSA

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

First Command Advisory Services's PWV Position: Q3 2024 in Review

First Command Advisory Services sold out of Invesco Large Cap Value ETF (PWV) in Q3 2024, closing a stake of 118 shares — an estimated $6.5K sold.

First Command Advisory Services first reported a position in PWV in Q1 2024 and held it in 2 quarters. The position peaked at $6.69K in Q1 2024. 158 funds tracked by Wall St. Rank hold PWV as of Q3 2024.

First Command Advisory Services reported no remaining Invesco Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 118 Invesco Large Cap Value ETF shares in Q3 2024, an estimated $6.5K.
First Command Advisory Services first reported a position in Invesco Large Cap Value ETF in Q1 2024 and held it in 2 quarters.
First Command Advisory Services's Invesco Large Cap Value ETF position peaked at $6.69K in Q1 2024.
158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.