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

Realta Investment 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
2024 Q3	–	Sell	-34	Closed	-$1.87K	–	671
2024 Q2	$1.87K	Hold	34	–	–	﹤0.01%	763
2024 Q1	$1.93K	Buy	+34	New	+$1.79K	﹤0.01%	782
2023 Q4	–	Sell	-34	Closed	-$1.58K	–	705
2023 Q3	$1.58K	Hold	34	–	–	﹤0.01%	765
2023 Q2	$1.58K	Buy	+34	New	+$1.54K	﹤0.01%	815
2023 Q1	–	Sell	-34	Closed	-$1.6K	–	722
2022 Q4	$1.6K	Hold	34	–	–	﹤0.01%	829
2022 Q3	$1K	Buy	+34	New	+$1.53K	﹤0.01%	809
2020 Q1	–	Sell	-333	Closed	-$14K	–	1128
2019 Q4	$14K	Buy	+333	New	+$13.3K	﹤0.01%	1050

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

RJFSA

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Realta Investment Advisors's PWV Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q3 2024, closing a stake of 34 shares — an estimated $1.87K sold.

Realta Investment Advisors first reported a position in PWV in Q4 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 158 funds tracked by Wall St. Rank hold PWV as of Q3 2024.

Realta Investment Advisors reported no remaining Invesco Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 34 Invesco Large Cap Value ETF shares in Q3 2024, an estimated $1.87K.
Realta Investment Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2019 and held it in 7 quarters.
Realta Investment Advisors's Invesco Large Cap Value ETF position peaked at $14K in Q4 2019.
158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.