FWA
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Freedom Wealth Alliance’s Invesco Large Cap Value ETF PWV Stock Holding History

Freedom Wealth Alliance’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
-250
Closed -$11.8K – 356
2022
Q4 		$11.8K Buy
+250
New +$11.6K 0.02% 267

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Freedom Wealth Alliance's PWV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Invesco Large Cap Value ETF (PWV) in Q1 2023, closing a stake of 250 shares — an estimated $11.8K sold.

Freedom Wealth Alliance first reported a position in PWV in Q4 2022 and held it in 1 quarter. The position peaked at $11.8K in Q4 2022. 139 funds tracked by Wall St. Rank hold PWV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Invesco Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 250 Invesco Large Cap Value ETF shares in Q1 2023, an estimated $11.8K.
  • Freedom Wealth Alliance first reported a position in Invesco Large Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Invesco Large Cap Value ETF position peaked at $11.8K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.