Avion Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Avion Wealth’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
2024 Q4	–	Sell	-100	Closed	-$9K	–	1232
2024 Q3	$9K	Hold	100	–	–	﹤0.01%	393
2024 Q2	$9K	Hold	100	–	–	﹤0.01%	359
2024 Q1	$9K	Hold	100	–	–	﹤0.01%	337
2023 Q4	$8K	Hold	100	–	–	﹤0.01%	313
2023 Q3	$6K	Hold	100	–	–	﹤0.01%	339
2023 Q2	$7K	Hold	100	–	–	﹤0.01%	325
2023 Q1	$5K	Hold	100	–	–	﹤0.01%	324
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	326
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	314
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	310
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	267
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	258
2021 Q3	$7K	Buy	+100	New	+$7.66K	﹤0.01%	259

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return