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Walled Lake Planning & Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-980
Closed -$44K – 266
2021
Q3 		$44K Buy
+980
New +$43.9K 0.03% 171

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FFA
Freedman Financial Associates Peabody, Massachusetts $145M AUM 6.97% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PWV Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Invesco Large Cap Value ETF (PWV) in Q4 2021, closing a stake of 980 shares — an estimated $44K sold.

Walled Lake Planning & Wealth Management first reported a position in PWV in Q3 2021 and held it in 1 quarter. The position peaked at $44K in Q3 2021. 129 funds tracked by Wall St. Rank hold PWV as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Invesco Large Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 980 Invesco Large Cap Value ETF shares in Q4 2021, an estimated $44K.
  • Walled Lake Planning & Wealth Management first reported a position in Invesco Large Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Invesco Large Cap Value ETF position peaked at $44K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.