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Founders Financial Securities’s Invesco Large Cap Value ETF PWV Stock Holding History

Founders Financial Securities’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
2016
Q2 		– Sell
-77,442
Closed -$2.33M – 82
2016
Q1 		$2.33M Sell
77,442
-558
-0.7% -$15.8K 1.09% 30
2015
Q4 		$2.27M Buy
78,000
+1,179
+2% +$34.7K 1.05% 30
2015
Q3 		$2.15M Buy
+76,821
New +$2.29M 1.07% 31

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Founders Financial Securities's PWV Position: Q2 2016 in Review

Founders Financial Securities sold out of Invesco Large Cap Value ETF (PWV) in Q2 2016, closing a stake of 77,442 shares — an estimated $2.33M sold.

Founders Financial Securities first reported a position in PWV in Q3 2015 and held it in 3 quarters. The position peaked at $2.33M in Q1 2016. 77 funds tracked by Wall St. Rank hold PWV as of Q2 2016.

  • Founders Financial Securities reported no remaining Invesco Large Cap Value ETF position as of Q2 2016 after selling out during the quarter.
  • Founders Financial Securities sold 77,442 Invesco Large Cap Value ETF shares in Q2 2016, an estimated $2.33M.
  • Founders Financial Securities first reported a position in Invesco Large Cap Value ETF in Q3 2015 and held it in 3 quarters.
  • Founders Financial Securities's Invesco Large Cap Value ETF position peaked at $2.33M in Q1 2016.
  • 77 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2016.

Based on Founders Financial Securities's 13F filing for Q2 2016, filed 8 Jul 2016.