Mission Creek Capital Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Mission Creek Capital Partners’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
2025 Q1	–	Sell	-3,657	Closed	-$208K	–	220
2024 Q4	$208K	Sell	3,657 -77	-2%	-$4.55K	0.05%	226
2024 Q3	$218K	Buy	+3,734	New	+$213K	0.05%	218

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mission Creek Capital Partners's PWV Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of Invesco Large Cap Value ETF (PWV) in Q1 2025, closing a stake of 3,657 shares — an estimated $208K sold.

Mission Creek Capital Partners first reported a position in PWV in Q3 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 160 funds tracked by Wall St. Rank hold PWV as of Q1 2025.

Mission Creek Capital Partners reported no remaining Invesco Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 3,657 Invesco Large Cap Value ETF shares in Q1 2025, an estimated $208K.
Mission Creek Capital Partners first reported a position in Invesco Large Cap Value ETF in Q3 2024 and held it in 2 quarters.
Mission Creek Capital Partners's Invesco Large Cap Value ETF position peaked at $218K in Q3 2024.
160 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.