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FundX Investment Group’s Invesco Large Cap Value ETF PWV Stock Holding History

FundX Investment Group’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
-746,942
Closed -$30.9M – 64
2019
Q4 		$30.9M Buy
+746,942
New +$29.8M 8.33% 4
2017
Q2 		– Sell
-257,887
Closed -$9.11M – 55
2017
Q1 		$9.11M Buy
+257,887
New +$9M 3.83% 10

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

FundX Investment Group's PWV Position: Q1 2020 in Review

FundX Investment Group sold out of Invesco Large Cap Value ETF (PWV) in Q1 2020, closing a stake of 746,942 shares — an estimated $30.9M sold.

FundX Investment Group first reported a position in PWV in Q1 2017 and held it in 2 quarters. The position peaked at $30.9M in Q4 2019. 115 funds tracked by Wall St. Rank hold PWV as of Q1 2020.

  • FundX Investment Group reported no remaining Invesco Large Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • FundX Investment Group sold 746,942 Invesco Large Cap Value ETF shares in Q1 2020, an estimated $30.9M.
  • FundX Investment Group first reported a position in Invesco Large Cap Value ETF in Q1 2017 and held it in 2 quarters.
  • FundX Investment Group's Invesco Large Cap Value ETF position peaked at $30.9M in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.