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

Paulson 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
2018
Q1 		– Sell
-974
Closed -$38K – 418
2017
Q4 		$38K Buy
+974
New +$37.4K 0.03% 219

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Paulson Wealth Management's PWV Position: Q1 2018 in Review

Paulson Wealth Management sold out of Invesco Large Cap Value ETF (PWV) in Q1 2018, closing a stake of 974 shares — an estimated $38K sold.

Paulson Wealth Management first reported a position in PWV in Q4 2017 and held it in 1 quarter. The position peaked at $38K in Q4 2017. 118 funds tracked by Wall St. Rank hold PWV as of Q1 2018.

  • Paulson Wealth Management reported no remaining Invesco Large Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 974 Invesco Large Cap Value ETF shares in Q1 2018, an estimated $38K.
  • Paulson Wealth Management first reported a position in Invesco Large Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Invesco Large Cap Value ETF position peaked at $38K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.