Hanson & Doremus Investment Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Hanson & Doremus Investment Management’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
2025 Q2	–	Sell	-326	Closed	-$19K	–	484
2025 Q1	$19K	Hold	326	–	–	﹤0.01%	393
2024 Q4	$19K	Hold	326	–	–	﹤0.01%	376
2024 Q3	$19K	Hold	326	–	–	﹤0.01%	368
2024 Q2	$18K	Buy	326 +279	+594%	+$15.4K	﹤0.01%	380
2024 Q1	$3K	Buy	+47	New	+$2.48K	﹤0.01%	449

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

APWA

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

IWP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hanson & Doremus Investment Management's PWV Position: Q2 2025 in Review

Hanson & Doremus Investment Management sold out of Invesco Large Cap Value ETF (PWV) in Q2 2025, closing a stake of 326 shares — an estimated $19K sold.

Hanson & Doremus Investment Management first reported a position in PWV in Q1 2024 and held it in 5 quarters. The position peaked at $19K in Q1 2025. 169 funds tracked by Wall St. Rank hold PWV as of Q2 2025.

Hanson & Doremus Investment Management reported no remaining Invesco Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Hanson & Doremus Investment Management sold 326 Invesco Large Cap Value ETF shares in Q2 2025, an estimated $19K.
Hanson & Doremus Investment Management first reported a position in Invesco Large Cap Value ETF in Q1 2024 and held it in 5 quarters.
Hanson & Doremus Investment Management's Invesco Large Cap Value ETF position peaked at $19K in Q1 2025.
169 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2025, filed 17 Jul 2025.