JFGIW
PWV icon

Johnson Financial Group Inc (Wisconsin)’s Invesco Large Cap Value ETF PWV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2019
Q2 		– Sell
-126
Closed -$4K – 560
2019
Q1 		$4K Buy
+126
New +$4.44K ﹤0.01% 477

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
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PWV Position: Q2 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Large Cap Value ETF (PWV) in Q2 2019, closing a stake of 126 shares — an estimated $4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PWV in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 110 funds tracked by Wall St. Rank hold PWV as of Q2 2019.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Large Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 126 Invesco Large Cap Value ETF shares in Q2 2019, an estimated $4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Large Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Large Cap Value ETF position peaked at $4K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2019, filed 9 Aug 2019.