AWM
PWB icon

Accurate Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Accurate Wealth Management’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-162
Closed -$9.83K – 1125
2022
Q4 		$9.83K Buy
+162
New +$9.84K ﹤0.01% 865

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's PWB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2023, closing a stake of 162 shares — an estimated $9.83K sold.

Accurate Wealth Management first reported a position in PWB in Q4 2022 and held it in 1 quarter. The position peaked at $9.83K in Q4 2022. 128 funds tracked by Wall St. Rank hold PWB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 162 Invesco Large Cap Growth ETF shares in Q1 2023, an estimated $9.83K.
  • Accurate Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco Large Cap Growth ETF position peaked at $9.83K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.