ORG Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

ORG 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	-801	Closed	-$45.6K	–	1557
2024 Q4	$45.6K	Buy	801 +4	+0.5%	+$237	0.01%	578
2024 Q3	$46.5K	Hold	797	–	–	0.01%	526
2024 Q2	$43.9K	Buy	+797	New	+$44K	0.01%	832
2024 Q1	–	Sell	-797	Closed	-$40.4K	–	948
2023 Q4	$40.4K	Hold	797	–	–	0.01%	569
2023 Q3	$37.3K	Hold	797	–	–	0.01%	573
2023 Q2	$37.3K	Buy	+797	New	+$36.1K	0.01%	735

Other funds holding PWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ORG Partners's PWV Position: Q1 2025 in Review

ORG Partners sold out of Invesco Large Cap Value ETF (PWV) in Q1 2025, closing a stake of 801 shares — an estimated $45.6K sold.

ORG Partners first reported a position in PWV in Q2 2023 and held it in 6 quarters. The position peaked at $46.5K in Q3 2024. 160 funds tracked by Wall St. Rank hold PWV as of Q1 2025.

ORG Partners reported no remaining Invesco Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 801 Invesco Large Cap Value ETF shares in Q1 2025, an estimated $45.6K.
ORG Partners first reported a position in Invesco Large Cap Value ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's Invesco Large Cap Value ETF position peaked at $46.5K in Q3 2024.
160 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.