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Avantax Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-11,102
Closed -$689K – 1257
2020
Q3 		$689K Buy
+11,102
New +$661K 0.01% 680
2020
Q1 		– Sell
-36,199
Closed -$1.86M – 871
2019
Q4 		$1.86M Buy
+36,199
New +$1.78M 0.04% 223

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
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
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avantax Advisory Services's PWB Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2020, closing a stake of 11,102 shares — an estimated $689K sold.

Avantax Advisory Services first reported a position in PWB in Q4 2019 and held it in 2 quarters. The position peaked at $1.86M in Q4 2019. 112 funds tracked by Wall St. Rank hold PWB as of Q4 2020.

  • Avantax Advisory Services reported no remaining Invesco Large Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 11,102 Invesco Large Cap Growth ETF shares in Q4 2020, an estimated $689K.
  • Avantax Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Avantax Advisory Services's Invesco Large Cap Growth ETF position peaked at $1.86M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.