SWP
PWV icon

Stratos Wealth Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,871
Closed -$70K – 2092
2018
Q3 		$70K Buy
+1,871
New +$69.7K ﹤0.01% 1301
2018
Q2 		– Sell
-2,912
Closed -$106K – 2186
2018
Q1 		$106K Buy
+2,912
New +$111K ﹤0.01% 1168

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Stratos Wealth Partners's PWV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco Large Cap Value ETF (PWV) in Q4 2018, closing a stake of 1,871 shares — an estimated $70K sold.

Stratos Wealth Partners first reported a position in PWV in Q1 2018 and held it in 2 quarters. The position peaked at $106K in Q1 2018. 125 funds tracked by Wall St. Rank hold PWV as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Large Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,871 Invesco Large Cap Value ETF shares in Q4 2018, an estimated $70K.
  • Stratos Wealth Partners first reported a position in Invesco Large Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco Large Cap Value ETF position peaked at $106K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.