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

TCI Wealth 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
2023 Q2	–	Sell	-1,182	Closed	-$53.5K	–	1734
2023 Q1	$53.5K	Hold	1,182	–	–	0.01%	418
2022 Q4	$55.6K	Buy	1,182 +8	+0.7%	+$371	0.01%	380
2022 Q3	$49K	Buy	1,174 +8	+0.7%	+$360	0.01%	371
2022 Q2	$51K	Buy	1,166 +7	+0.6%	+$328	0.01%	363
2022 Q1	$57K	Buy	1,159 +5	+0.4%	+$243	0.01%	373
2021 Q4	$56K	Buy	1,154 +7	+0.6%	+$331	0.01%	383
2021 Q3	$51K	Hold	1,147	–	–	0.01%	413
2021 Q2	$51K	Buy	+1,147	New	+$51.2K	0.01%	387
2019 Q1	–	Sell	-275	Closed	-$9K	–	1510
2018 Q4	$9K	Buy	+275	New	+$9.71K	﹤0.01%	654
2017 Q3	–	Sell	-67	Closed	-$2K	–	1370
2017 Q2	$2K	Buy	+67	New	+$2.38K	﹤0.01%	1011

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

APWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

TCI Wealth Advisors's PWV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q2 2023, closing a stake of 1,182 shares — an estimated $53.5K sold.

TCI Wealth Advisors first reported a position in PWV in Q2 2017 and held it in 10 quarters. The position peaked at $57K in Q1 2022. 134 funds tracked by Wall St. Rank hold PWV as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco Large Cap Value ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,182 Invesco Large Cap Value ETF shares in Q2 2023, an estimated $53.5K.
TCI Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q2 2017 and held it in 10 quarters.
TCI Wealth Advisors's Invesco Large Cap Value ETF position peaked at $57K in Q1 2022.
134 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.