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Advisornet Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Advisornet Financial’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
2022
Q3 		– Sell
-577
Closed -$34K – 2004
2022
Q2 		$34K Sell
577
-796
-58% -$50.8K ﹤0.01% 986
2022
Q1 		$99K Hold
1,373
– – 0.01% 753
2021
Q4 		$111K Hold
1,373
– – 0.01% 769
2021
Q3 		$102K Sell
1,373
-1,806
-57% -$138K 0.01% 781
2021
Q2 		$237K Sell
3,179
-311
-9% -$22.1K 0.02% 555
2021
Q1 		$238K Sell
3,490
-147
-4% -$10.1K 0.02% 511
2020
Q4 		$246K Sell
3,637
-1,180
-24% -$76.1K 0.02% 451
2020
Q3 		$298K Sell
4,817
-4,444
-48% -$265K 0.03% 424
2020
Q2 		$507K Sell
9,261
-365
-4% -$18.4K 0.04% 337
2020
Q1 		$421K Sell
9,626
-455
-5% -$22.6K 0.04% 343
2019
Q4 		$518K Sell
10,081
-897
-8% -$44.2K 0.04% 327
2019
Q3 		$531K Buy
10,978
+43
+0.4% +$2.1K 0.05% 316
2019
Q2 		$529K Sell
10,935
-1,501
-12% -$71.5K 0.06% 292
2019
Q1 		$590K Buy
12,436
+1,514
+14% +$68.8K 0.07% 257
2018
Q4 		$453K Sell
10,922
-1,296
-11% -$57.6K 0.06% 260
2018
Q3 		$589K Buy
12,218
+500
+4% +$23.5K 0.07% 241
2018
Q2 		$527K Sell
11,718
-1,764
-13% -$78.6K 0.07% 228
2018
Q1 		$576K Buy
13,482
+2,596
+24% +$113K 0.08% 204
2017
Q4 		$452K Buy
+10,886
New +$441K 0.07% 213

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisornet Financial's PWB Position: Q3 2022 in Review

Advisornet Financial sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2022, closing a stake of 577 shares — an estimated $34K sold.

Advisornet Financial first reported a position in PWB in Q4 2017 and held it in 19 quarters. The position peaked at $590K in Q1 2019. 114 funds tracked by Wall St. Rank hold PWB as of Q3 2022.

  • Advisornet Financial reported no remaining Invesco Large Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Advisornet Financial sold 577 Invesco Large Cap Growth ETF shares in Q3 2022, an estimated $34K.
  • Advisornet Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's Invesco Large Cap Growth ETF position peaked at $590K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.