American Portfolios Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

American Portfolios Advisors’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	$84.7K	Sell	1,487 -541	-27%	-$34K	﹤0.01%	1446
2022 Q2	$119K	Buy	2,028 +211	+12%	+$13.5K	﹤0.01%	1313
2022 Q1	$131K	Hold	1,817	–	–	﹤0.01%	1377
2021 Q4	$147K	Hold	1,817	–	–	0.01%	1309
2021 Q3	$135K	Hold	1,817	–	–	0.01%	1316
2021 Q2	$135K	Buy	1,817 +390	+27%	+$27.7K	0.01%	1291
2021 Q1	$97.1K	Hold	1,427	–	–	﹤0.01%	1329
2020 Q4	$96.4K	Hold	1,427	–	–	﹤0.01%	1170
2020 Q3	$88.3K	Hold	1,427	–	–	0.01%	1102
2020 Q2	$78.2K	Buy	1,427 +1	+0.1%	+$50	0.01%	1094
2020 Q1	$62.4K	Buy	1,426 +200	+16%	+$9.96K	0.01%	1076
2019 Q4	$63K	Buy	1,226 +1	+0.1%	+$49	﹤0.01%	1260
2019 Q3	$59.2K	Buy	1,225 +415	+51%	+$20.3K	﹤0.01%	1209
2019 Q2	$39.2K	Buy	810 +1	+0.1%	+$48	﹤0.01%	1376
2019 Q1	$38.4K	Buy	809 +1	+0.1%	+$45	﹤0.01%	1299
2018 Q4	$33.5K	Buy	808 +2	+0.2%	+$89	﹤0.01%	1182
2018 Q3	$38.9K	Buy	806 +1	+0.1%	+$47	﹤0.01%	1219
2018 Q2	$36.2K	Buy	805 +2	+0.2%	+$89	﹤0.01%	1203
2018 Q1	$34.4K	Hold	803	–	–	0.01%	1186
2017 Q4	$33.3K	Buy	+803	New	+$32.6K	0.01%	1144

Other funds holding PWB

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

WBG

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

American Portfolios Advisors's PWB Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 27% in Q3 2022, selling an estimated $34K and leaving 1,487 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

American Portfolios Advisors first reported a position in PWB in Q4 2017 and has held it in 20 quarters since. The position peaked at $147K in Q4 2021. 114 funds tracked by Wall St. Rank hold PWB as of Q3 2022.

American Portfolios Advisors held 1,487 shares of Invesco Large Cap Growth ETF worth $84.7K as of Q3 2022.
American Portfolios Advisors sold 541 Invesco Large Cap Growth ETF shares in Q3 2022, an estimated $34K.
Invesco Large Cap Growth ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1446 holding.
American Portfolios Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco Large Cap Growth ETF position peaked at $147K in Q4 2021.
114 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.