HWM
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HB Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

HB Wealth 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
2024
Q2 		– Sell
-4,386
Closed -$249K – 953
2024
Q1 		$249K Buy
+4,386
New +$231K ﹤0.01% 721

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
Commonwealth Equity Services
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

HB Wealth Management's PWV Position: Q2 2024 in Review

HB Wealth Management sold out of Invesco Large Cap Value ETF (PWV) in Q2 2024, closing a stake of 4,386 shares — an estimated $249K sold.

HB Wealth Management first reported a position in PWV in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 146 funds tracked by Wall St. Rank hold PWV as of Q2 2024.

  • HB Wealth Management reported no remaining Invesco Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • HB Wealth Management sold 4,386 Invesco Large Cap Value ETF shares in Q2 2024, an estimated $249K.
  • HB Wealth Management first reported a position in Invesco Large Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • HB Wealth Management's Invesco Large Cap Value ETF position peaked at $249K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2024.

Based on HB Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.