Wealthcare Advisory Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-1,095	Closed	-$40K	–	1399
2019 Q2	$40K	Hold	1,095	–	–	0.01%	555
2019 Q1	$39K	Sell	1,095 -2,155	-66%	-$75.9K	0.01%	517
2018 Q4	$106K	Hold	3,250	–	–	0.02%	302
2018 Q3	$121K	Hold	3,250	–	–	0.02%	302
2018 Q2	$116K	Hold	3,250	–	–	0.02%	298
2018 Q1	$119K	Buy	3,250 +1,959	+152%	+$75K	0.03%	251
2017 Q4	$50K	Hold	1,291	–	–	0.01%	372
2017 Q3	$48K	Buy	+1,291	New	+$47.1K	0.01%	308

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthcare Advisory Partners's PWV Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Invesco Large Cap Value ETF (PWV) in Q3 2019, closing a stake of 1,095 shares — an estimated $40K sold.

Wealthcare Advisory Partners first reported a position in PWV in Q3 2017 and held it in 8 quarters. The position peaked at $121K in Q3 2018. 114 funds tracked by Wall St. Rank hold PWV as of Q3 2019.

Wealthcare Advisory Partners reported no remaining Invesco Large Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,095 Invesco Large Cap Value ETF shares in Q3 2019, an estimated $40K.
Wealthcare Advisory Partners first reported a position in Invesco Large Cap Value ETF in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Invesco Large Cap Value ETF position peaked at $121K in Q3 2018.
114 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.