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WealthShield’s Invesco Large Cap Value ETF PWV Stock Holding History

WealthShield’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
2017
Q4 		$6K Buy
+142
New +$5.45K ﹤0.01% 201

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

WealthShield's PWV Position: Q4 2017 in Review

WealthShield opened a new position in Invesco Large Cap Value ETF (PWV) in Q4 2017: 142 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

116 funds tracked by Wall St. Rank hold PWV as of Q4 2017.

  • WealthShield held 142 shares of Invesco Large Cap Value ETF worth $6K as of Q4 2017.
  • Invesco Large Cap Value ETF was a new WealthShield position in Q4 2017.
  • Invesco Large Cap Value ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #201 holding.
  • 116 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.