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

Planned 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	-1,825	Closed	-$106K	–	501
2024 Q3	$106K	Buy	+1,825	New	+$104K	0.04%	195
2024 Q1	–	Sell	-1,825	Closed	-$92.6K	–	430
2023 Q4	$92.6K	Buy	+1,825	New	+$86.6K	0.04%	196
2021 Q1	–	Sell	-1,825	Closed	-$70K	–	320
2020 Q4	$70K	Hold	1,825	–	–	0.06%	149
2020 Q3	$62K	Buy	+1,825	New	+$62.8K	0.06%	124

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

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 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

Planned Solutions's PWV Position: Q4 2024 in Review

Planned Solutions sold out of Invesco Large Cap Value ETF (PWV) in Q4 2024, closing a stake of 1,825 shares — an estimated $106K sold.

Planned Solutions first reported a position in PWV in Q3 2020 and held it in 4 quarters. The position peaked at $106K in Q3 2024. 158 funds tracked by Wall St. Rank hold PWV as of Q4 2024.

Planned Solutions reported no remaining Invesco Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,825 Invesco Large Cap Value ETF shares in Q4 2024, an estimated $106K.
Planned Solutions first reported a position in Invesco Large Cap Value ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's Invesco Large Cap Value ETF position peaked at $106K in Q3 2024.
158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.