Almanack Investment Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Almanack Investment Partners’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
2021 Q4	–	Sell	-154,068	Closed	-$11.4M	–	539
2021 Q3	$11.4M	Buy	154,068 +131,922	+596%	+$10.1M	1%	19
2021 Q2	$1.65M	Buy	+22,146	New	+$1.57M	0.16%	94
2021 Q1	–	Sell	-149,441	Closed	-$10.1M	–	461
2020 Q4	$10.1M	Buy	149,441 +1,206	+0.8%	+$77.8K	1.15%	21
2020 Q3	$9.41M	Buy	+148,235	New	+$8.83M	1.16%	20

Other funds holding PWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Almanack Investment Partners's PWB Position: Q4 2021 in Review

Almanack Investment Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2021, closing a stake of 154,068 shares — an estimated $11.4M sold.

Almanack Investment Partners first reported a position in PWB in Q3 2020 and held it in 4 quarters. The position peaked at $11.4M in Q3 2021. 132 funds tracked by Wall St. Rank hold PWB as of Q4 2021.

Almanack Investment Partners reported no remaining Invesco Large Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Almanack Investment Partners sold 154,068 Invesco Large Cap Growth ETF shares in Q4 2021, an estimated $11.4M.
Almanack Investment Partners first reported a position in Invesco Large Cap Growth ETF in Q3 2020 and held it in 4 quarters.
Almanack Investment Partners's Invesco Large Cap Growth ETF position peaked at $11.4M in Q3 2021.
132 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2021.

Based on Almanack Investment Partners's 13F filing for Q4 2021, filed 11 Feb 2022.