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Aptus Capital Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Aptus Capital 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
2023
Q1 		– Sell
-3,512
Closed -$210K – 868
2022
Q4 		$210K Hold
3,512
– – 0.01% 473
2022
Q3 		$200K Buy
+3,512
New +$220K ﹤0.01% 443

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aptus Capital Advisors's PWB Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2023, closing a stake of 3,512 shares — an estimated $210K sold.

Aptus Capital Advisors first reported a position in PWB in Q3 2022 and held it in 2 quarters. The position peaked at $210K in Q4 2022. 128 funds tracked by Wall St. Rank hold PWB as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 3,512 Invesco Large Cap Growth ETF shares in Q1 2023, an estimated $210K.
  • Aptus Capital Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco Large Cap Growth ETF position peaked at $210K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.