Madden Advisory Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Madden Advisory Services’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 Q2	–	Sell	-25,990	Closed	-$783K	–	76
2020 Q1	$783K	Hold	25,990	–	–	0.54%	41
2019 Q4	$1.07M	Hold	25,990	–	–	0.7%	41
2019 Q3	$996K	Hold	25,990	–	–	0.71%	44
2019 Q2	$957K	Hold	25,990	–	–	0.6%	45
2019 Q1	$920K	Hold	25,990	–	–	0.49%	50
2018 Q4	$848K	Buy	+25,990	New	+$918K	0.51%	48
2018 Q2	–	Sell	-25,990	Closed	-$948K	–	83
2018 Q1	$948K	Hold	25,990	–	–	0.58%	43
2017 Q4	$1.01M	Hold	25,990	–	–	0.61%	41
2017 Q3	$970K	Hold	25,990	–	–	0.61%	45
2017 Q2	$941K	Hold	25,990	–	–	0.62%	44
2017 Q1	$918K	Sell	25,990 -2,530	-9%	-$88.3K	0.59%	46
2016 Q4	$961K	Hold	28,520	–	–	0.65%	46
2016 Q3	$897K	Hold	28,520	–	–	0.55%	53
2016 Q2	$878K	Hold	28,520	–	–	0.54%	54
2016 Q1	$857K	Hold	28,520	–	–	0.56%	53
2015 Q4	$829K	Hold	28,520	–	–	0.55%	53
2015 Q3	$798K	Hold	28,520	–	–	0.52%	53
2015 Q2	$869K	Hold	28,520	–	–	0.52%	56
2015 Q1	$879K	Hold	28,520	–	–	0.53%	56
2014 Q4	$892K	Hold	28,520	–	–	0.51%	56
2014 Q3	$868K	Hold	28,520	–	–	0.45%	61
2014 Q2	$865K	Hold	28,520	–	–	0.44%	59
2014 Q1	$830K	Buy	28,520 +10,055	+54%	+$283K	0.45%	55
2013 Q4	$525K	Buy	+18,465	New	+$504K	0.39%	55

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Madden Advisory Services's PWV Position: Q2 2020 in Review

Madden Advisory Services sold out of Invesco Large Cap Value ETF (PWV) in Q2 2020, closing a stake of 25,990 shares — an estimated $783K sold.

Madden Advisory Services first reported a position in PWV in Q4 2013 and held it in 24 quarters. The position peaked at $1.07M in Q4 2019. 110 funds tracked by Wall St. Rank hold PWV as of Q2 2020.

Madden Advisory Services reported no remaining Invesco Large Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Madden Advisory Services sold 25,990 Invesco Large Cap Value ETF shares in Q2 2020, an estimated $783K.
Madden Advisory Services first reported a position in Invesco Large Cap Value ETF in Q4 2013 and held it in 24 quarters.
Madden Advisory Services's Invesco Large Cap Value ETF position peaked at $1.07M in Q4 2019.
110 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2020.

Based on Madden Advisory Services's 13F filing for Q2 2020, filed 10 Aug 2020.