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

MinichMacGregor 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
2023 Q1	–	Sell	-440	Closed	-$20.7K	–	498
2022 Q4	$20.7K	Buy	+440	New	+$20.4K	0.01%	312
2018 Q4	–	Sell	-440	Closed	-$16K	–	401
2018 Q3	$16K	Hold	440	–	–	0.01%	252
2018 Q2	$15K	Buy	+440	New	+$16K	0.01%	249

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

APWA

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

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

WBG

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

CFB

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

MinichMacGregor Wealth Management's PWV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Large Cap Value ETF (PWV) in Q1 2023, closing a stake of 440 shares — an estimated $20.7K sold.

MinichMacGregor Wealth Management first reported a position in PWV in Q2 2018 and held it in 3 quarters. The position peaked at $20.7K in Q4 2022. 139 funds tracked by Wall St. Rank hold PWV as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 440 Invesco Large Cap Value ETF shares in Q1 2023, an estimated $20.7K.
MinichMacGregor Wealth Management first reported a position in Invesco Large Cap Value ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco Large Cap Value ETF position peaked at $20.7K in Q4 2022.
139 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.