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

Tobias Financial 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
2020
Q1 		– Sell
-2,090
Closed -$86K – 221
2019
Q4 		$86K Buy
+2,090
New +$83.3K 0.06% 72

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
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CWM
Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tobias Financial Advisors's PWV Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q1 2020, closing a stake of 2,090 shares — an estimated $86K sold.

Tobias Financial Advisors first reported a position in PWV in Q4 2019 and held it in 1 quarter. The position peaked at $86K in Q4 2019. 115 funds tracked by Wall St. Rank hold PWV as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Invesco Large Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,090 Invesco Large Cap Value ETF shares in Q1 2020, an estimated $86K.
  • Tobias Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Invesco Large Cap Value ETF position peaked at $86K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.