Ameritas Investment Company’s Invesco Large Cap Growth ETF PWB Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-141	Closed	-$6K	–	1288
2020 Q1	$6K	Buy	+141	New	+$7.02K	﹤0.01%	1337
2019 Q4	–	Sell	-96	Closed	-$5K	–	1334
2019 Q3	$5K	Buy	+96	New	+$4.7K	﹤0.01%	1294
2019 Q1	–	Sell	-1,286	Closed	-$53K	–	1593
2018 Q4	$53K	Buy	+1,286	New	+$57.1K	0.01%	566

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

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

UCFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Ameritas Investment Company's PWB Position: Q2 2020 in Review

Ameritas Investment Company sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2020, closing a stake of 141 shares — an estimated $6K sold.

Ameritas Investment Company first reported a position in PWB in Q4 2018 and held it in 3 quarters. The position peaked at $53K in Q4 2018. 103 funds tracked by Wall St. Rank hold PWB as of Q2 2020.

Ameritas Investment Company reported no remaining Invesco Large Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 141 Invesco Large Cap Growth ETF shares in Q2 2020, an estimated $6K.
Ameritas Investment Company first reported a position in Invesco Large Cap Growth ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's Invesco Large Cap Growth ETF position peaked at $53K in Q4 2018.
103 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.