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Orion Portfolio Solutions’s Invesco Large Cap Value ETF PWV Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-4,410
Closed -$257K – 1892
2024
Q3 		$257K Buy
+4,410
New +$251K ﹤0.01% 1599
2020
Q2 		– Sell
-106
Closed -$3K – 2410
2020
Q1 		$3K Buy
+106
New +$3.99K ﹤0.01% 1486

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's PWV Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Invesco Large Cap Value ETF (PWV) in Q4 2024, closing a stake of 4,410 shares — an estimated $257K sold.

Orion Portfolio Solutions first reported a position in PWV in Q1 2020 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 158 funds tracked by Wall St. Rank hold PWV as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Invesco Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,410 Invesco Large Cap Value ETF shares in Q4 2024, an estimated $257K.
  • Orion Portfolio Solutions first reported a position in Invesco Large Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Large Cap Value ETF position peaked at $257K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.