The Invesco Large Cap Value ETF (PWV) was launched on 03/03/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
PWV hits a 52-week high as investors seek defensive plays amid rising geopolitical risks and a narrow AI-driven market rally.
The Invesco Large Cap Value ETF (PWV) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 44 | $2,070.64 | $3,445.86 | $1,375.22 | 66.42% |
Jeff Ameen Spire Wealth Management | 30,753 | $1.45M | $2.41M | $959,774.51 | 66.25% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,119 | $348,119.1 | $557,595.67 | $209,476.57 | 60.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 550 | $35,865.5 | $43,023.75 | $7,158.25 | 19.96% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,243 | $850,401.87 | $1.19M | $342,362.88 | 40.26% |
| ARCA Exchange | US Country |
The company in question appears to specialize in investment services, focusing primarily on the management of a fund that invests in large-capitalization U.S. stocks with strong value characteristics. This investment strategy is guided by the goal of capital appreciation, leveraging a carefully selected index of securities that exhibit potential for value growth. The company commits to investing a minimum of 90% of its total assets in the securities that make up its underlying index, ensuring a high degree of alignment with the index's performance and characteristics.
This product involves a fund that primarily invests in securities comprising an underlying index of large-capitalization U.S. stocks. Selected based on their strong value characteristics and potential for capital appreciation, this strategy aims at mirroring the performance of the index while seeking steady growth in the fund's capital.