PPWM
PWV icon

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

PFG Private Wealth Management’s Portfolio PWV Stock Details PWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-782
Closed -$44.5K – 295
2024
Q4 		$44.5K Sell
782
-182,310
-100% -$10.4M 0.03% 94
2024
Q3 		$10.7M Buy
+183,092
New +$10.7M 6.19% 3