HWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Hold	13,447	–	–	0.42%	64
2025 Q1	$800K	Hold	13,447	–	–	0.45%	59
2024 Q4	$765K	Sell	13,447 -38	-0.3%	-$2.16K	0.41%	61
2024 Q3	$786K	Hold	13,485	–	–	0.46%	57
2024 Q2	$742K	Hold	13,485	–	–	0.59%	47
2024 Q1	$764K	Hold	13,485	–	–	0.62%	41
2023 Q4	$684K	Hold	13,485	–	–	0.57%	43
2023 Q3	$631K	Hold	13,485	–	–	0.58%	41
2023 Q2	$629K	Hold	13,485	–	–	0.55%	41
2023 Q1	$611K	Hold	13,485	–	–	0.51%	50
2022 Q4	$635K	Hold	13,485	–	–	0.52%	50
2022 Q3	$561K	Hold	13,485	–	–	0.4%	58
2022 Q2	$588K	Hold	13,485	–	–	0.62%	32
2022 Q1	$659K	Hold	13,485	–	–	0.36%	62
2021 Q4	$657K	Hold	13,485	–	–	0.35%	67
2021 Q3	$599K	Hold	13,485	–	–	0.33%	71
2021 Q2	$598K	Hold	13,485	–	–	0.33%	71
2021 Q1	$575K	Hold	13,485	–	–	0.34%	72
2020 Q4	$519K	Sell	13,485 -1,250	-8%	-$48.1K	0.32%	75
2020 Q3	$501K	Hold	14,735	–	–	0.36%	66
2020 Q2	$494K	Hold	14,735	–	–	0.4%	61
2020 Q1	$443K	Hold	14,735	–	–	0.47%	53
2019 Q4	$609K	Buy	+14,735	New	+$609K	0.51%	45