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

Ameritas 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 Q3	–	Sell	-595	Closed	-$44K	–	3088
2021 Q2	$44K	Hold	595	–	–	﹤0.01%	2276
2021 Q1	$40K	Sell	595 -115	-16%	-$7.88K	﹤0.01%	2213
2020 Q4	$47K	Hold	710	–	–	﹤0.01%	2024
2020 Q3	$43K	Hold	710	–	–	﹤0.01%	1932
2020 Q2	$38K	Hold	710	–	–	﹤0.01%	1998
2020 Q1	$31K	Hold	710	–	–	﹤0.01%	1930
2019 Q4	$36K	Hold	710	–	–	﹤0.01%	2098
2019 Q3	$34K	Hold	710	–	–	﹤0.01%	2106
2019 Q2	$34K	Hold	710	–	–	﹤0.01%	2141
2019 Q1	$33K	Hold	710	–	–	﹤0.01%	2100
2018 Q4	$29K	Hold	710	–	–	﹤0.01%	2117
2018 Q3	$34K	Hold	710	–	–	﹤0.01%	2205
2018 Q2	$31K	Hold	710	–	–	﹤0.01%	2265
2018 Q1	$30K	Buy	+710	New	+$30.9K	﹤0.01%	2213

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WBG

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

Ameritas Investment Partners's PWB Position: Q3 2021 in Review

Ameritas Investment Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2021, closing a stake of 595 shares — an estimated $44K sold.

Ameritas Investment Partners first reported a position in PWB in Q1 2018 and held it in 14 quarters. The position peaked at $47K in Q4 2020. 124 funds tracked by Wall St. Rank hold PWB as of Q3 2021.

Ameritas Investment Partners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Partners sold 595 Invesco Large Cap Growth ETF shares in Q3 2021, an estimated $44K.
Ameritas Investment Partners first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and held it in 14 quarters.
Ameritas Investment Partners's Invesco Large Cap Growth ETF position peaked at $47K in Q4 2020.
124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2021.

Based on Ameritas Investment Partners's 13F filing for Q3 2021, filed 15 Nov 2021.