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

Tiedemann 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 Q2	–	Sell	-13,448	Closed	-$658K	–	292
2022 Q1	$658K	Hold	13,448	–	–	0.03%	164
2021 Q4	$656K	Hold	13,448	–	–	0.03%	167
2021 Q3	$598K	Hold	13,448	–	–	0.03%	177
2021 Q2	$597K	Hold	13,448	–	–	0.02%	217
2021 Q1	$574K	Hold	13,448	–	–	0.03%	203
2020 Q4	$519K	Buy	+13,448	New	+$488K	0.03%	202

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

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

APWA

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

WBG

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Tiedemann Advisors's PWV Position: Q2 2022 in Review

Tiedemann Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q2 2022, closing a stake of 13,448 shares — an estimated $658K sold.

Tiedemann Advisors first reported a position in PWV in Q4 2020 and held it in 6 quarters. The position peaked at $658K in Q1 2022. 132 funds tracked by Wall St. Rank hold PWV as of Q2 2022.

Tiedemann Advisors reported no remaining Invesco Large Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 13,448 Invesco Large Cap Value ETF shares in Q2 2022, an estimated $658K.
Tiedemann Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2020 and held it in 6 quarters.
Tiedemann Advisors's Invesco Large Cap Value ETF position peaked at $658K in Q1 2022.
132 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.