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

Valeo 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
2019
Q4 		– Sell
-69
Closed -$3K – 1698
2019
Q3 		$3K Buy
+69
New +$2.58K ﹤0.01% 1331

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
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's PWV Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q4 2019, closing a stake of 69 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PWV in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 129 funds tracked by Wall St. Rank hold PWV as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Invesco Large Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 69 Invesco Large Cap Value ETF shares in Q4 2019, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco Large Cap Value ETF position peaked at $3K in Q3 2019.
  • 129 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.