Aveo Capital Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Aveo Capital 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
2018 Q4	–	Sell	-4,489	Closed	-$203K	–	143
2018 Q3	$203K	Sell	4,489 -315	-7%	-$14.8K	0.09%	134
2018 Q2	$216K	Hold	4,804	–	–	0.1%	130
2018 Q1	$205K	Sell	4,804 -2,109	-31%	-$91.7K	0.09%	133
2017 Q4	$287K	Buy	6,913 +2	+0%	+$81	0.1%	102
2017 Q3	$269K	Sell	6,911 -62	-0.9%	-$2.33K	0.09%	101
2017 Q2	$251K	Buy	6,973 +4	+0.1%	+$142	0.09%	98
2017 Q1	$239K	Sell	6,969 -2,138	-23%	-$71.7K	0.09%	104
2016 Q4	$291K	Buy	+9,107	New	+$288K	0.08%	157

Other funds holding PWB

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UCFA

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

RJA

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

Prism Advisors Studio City, California $412M AUM 20.58% 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

Aveo Capital Partners's PWB Position: Q4 2018 in Review

Aveo Capital Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2018, closing a stake of 4,489 shares — an estimated $203K sold.

Aveo Capital Partners first reported a position in PWB in Q4 2016 and held it in 8 quarters. The position peaked at $291K in Q4 2016. 101 funds tracked by Wall St. Rank hold PWB as of Q4 2018.

Aveo Capital Partners reported no remaining Invesco Large Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Aveo Capital Partners sold 4,489 Invesco Large Cap Growth ETF shares in Q4 2018, an estimated $203K.
Aveo Capital Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and held it in 8 quarters.
Aveo Capital Partners's Invesco Large Cap Growth ETF position peaked at $291K in Q4 2016.
101 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2018.

Based on Aveo Capital Partners's 13F filing for Q4 2018, filed 11 Feb 2019.