Atlas Private Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-540	Closed	-$40K	–	570
2021 Q3	$40K	Sell	540 -255	-32%	-$19.5K	0.02%	255
2021 Q2	$59K	Hold	795	–	–	0.03%	216
2021 Q1	$54K	Buy	795 +75	+10%	+$5.14K	0.03%	221
2020 Q4	$49K	Hold	720	–	–	0.03%	221
2020 Q3	$45K	Hold	720	–	–	0.04%	213
2020 Q2	$39K	Buy	+720	New	+$36.2K	0.03%	236

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.99B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlas Private Wealth Advisors's PWB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2021, closing a stake of 540 shares — an estimated $40K sold.

Atlas Private Wealth Advisors first reported a position in PWB in Q2 2020 and held it in 6 quarters. The position peaked at $59K in Q2 2021. 132 funds tracked by Wall St. Rank hold PWB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 540 Invesco Large Cap Growth ETF shares in Q4 2021, an estimated $40K.
Atlas Private Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $59K in Q2 2021.
132 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.