PSI Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

PSI Advisors’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
2022 Q4	–	Sell	-36	Closed	-$1K	–	807
2022 Q3	$1K	Sell	36 -219	-86%	-$9.87K	﹤0.01%	716
2022 Q2	$11K	Buy	+255	New	+$12K	0.01%	448

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PSI Advisors's PWV Position: Q4 2022 in Review

PSI Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q4 2022, closing a stake of 36 shares — an estimated $1K sold.

PSI Advisors first reported a position in PWV in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 144 funds tracked by Wall St. Rank hold PWV as of Q4 2022.

PSI Advisors reported no remaining Invesco Large Cap Value ETF position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 36 Invesco Large Cap Value ETF shares in Q4 2022, an estimated $1K.
PSI Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2022 and held it in 2 quarters.
PSI Advisors's Invesco Large Cap Value ETF position peaked at $11K in Q2 2022.
144 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.