First Manhattan’s Invesco Large Cap Value ETF PWV Stock Holding History

First Manhattan’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
2023 Q1	–	Sell	-1	Closed	-$47	–	1665
2022 Q4	$47	Sell	1 -461	-100%	-$21.4K	﹤0.01%	1659
2022 Q3	$19K	Buy	462 +413	+843%	+$18.6K	﹤0.01%	1100
2022 Q2	$2K	Buy	+49	New	+$2.3K	﹤0.01%	1442

Other funds holding PWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

First Manhattan's PWV Position: Q1 2023 in Review

First Manhattan sold out of Invesco Large Cap Value ETF (PWV) in Q1 2023, closing a stake of 1 share — an estimated $47 sold.

First Manhattan first reported a position in PWV in Q2 2022 and held it in 3 quarters. The position peaked at $19K in Q3 2022. 139 funds tracked by Wall St. Rank hold PWV as of Q1 2023.

First Manhattan reported no remaining Invesco Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 1 Invesco Large Cap Value ETF share in Q1 2023, an estimated $47.
First Manhattan first reported a position in Invesco Large Cap Value ETF in Q2 2022 and held it in 3 quarters.
First Manhattan's Invesco Large Cap Value ETF position peaked at $19K in Q3 2022.
139 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.