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

Sanctuary 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
Q4 		– Sell
-5,064
Closed -$311K – 2475
2024
Q3 		$311K Sell
5,064
-355
-7% -$20.2K ﹤0.01% 1966
2024
Q2 		$298K Buy
+5,419
New +$299K ﹤0.01% 1961

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sanctuary Advisors's PWV Position: Q4 2024 in Review

Sanctuary Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q4 2024, closing a stake of 5,064 shares — an estimated $311K sold.

Sanctuary Advisors first reported a position in PWV in Q2 2024 and held it in 2 quarters. The position peaked at $311K in Q3 2024. 158 funds tracked by Wall St. Rank hold PWV as of Q4 2024.

  • Sanctuary Advisors reported no remaining Invesco Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 5,064 Invesco Large Cap Value ETF shares in Q4 2024, an estimated $311K.
  • Sanctuary Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Invesco Large Cap Value ETF position peaked at $311K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.