AIM
PWB icon

Advantage Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Advantage Investment 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
2018
Q2 		– Sell
-296
Closed -$13K – 1022
2018
Q1 		$13K Buy
296
+3
+1% +$130 0.01% 626
2017
Q4 		$12K Sell
293
-29
-9% -$1.18K ﹤0.01% 659
2017
Q3 		$13K Sell
322
-19
-6% -$713 ﹤0.01% 635
2017
Q2 		$12K Sell
341
-20
-6% -$708 ﹤0.01% 672
2017
Q1 		$12K Sell
361
-767
-68% -$25.7K ﹤0.01% 655
2016
Q4 		$36K Sell
1,128
-25
-2% -$790 0.01% 399
2016
Q3 		$37K Buy
+1,153
New +$36.8K 0.01% 393
2015
Q3 		– Sell
-16,976
Closed -$521K – 883
2015
Q2 		$521K Sell
16,976
-4,450
-21% -$137K 0.25% 88
2015
Q1 		$656K Sell
21,426
-16,216
-43% -$485K 0.37% 63
2014
Q4 		$1.1M Buy
+37,642
New +$1.06M 0.82% 30

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return