B. Riley Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$397	Buy	+6,768	New	+$432K	﹤0.01%	466
2020 Q4	–	Sell	-7,276	Closed	-$450K	–	443
2020 Q3	$450K	Buy	+7,276	New	+$433K	0.05%	240
2020 Q2	–	Sell	-10,276	Closed	-$450K	–	529
2020 Q1	$450K	Buy	+10,276	New	+$511K	0.05%	281
2015 Q3	–	Sell	-3,578	Closed	-$109K	–	611
2015 Q2	$109K	Hold	3,578	–	–	0.09%	260
2015 Q1	$109K	Hold	3,578	–	–	0.08%	270
2014 Q4	$104K	Hold	3,578	–	–	0.09%	262
2014 Q3	$97K	Hold	3,578	–	–	0.07%	303
2014 Q2	$97K	Hold	3,578	–	–	0.06%	353
2014 Q1	$93K	Buy	+3,578	New	+$93.1K	0.07%	327

Other funds holding PWB

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

B. Riley Wealth Management's PWB Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2022: 6,768 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in PWB as recently as Q3 2020.

B. Riley Wealth Management first reported a position in PWB in Q1 2014 and has held it in 9 quarters since. The position peaked at $450K in Q3 2020. 118 funds tracked by Wall St. Rank hold PWB as of Q2 2022.

B. Riley Wealth Management held 6,768 shares of Invesco Large Cap Growth ETF worth $397 as of Q2 2022.
Invesco Large Cap Growth ETF was a new B. Riley Wealth Management position in Q2 2022.
Invesco Large Cap Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #466 holding.
B. Riley Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's Invesco Large Cap Growth ETF position peaked at $450K in Q3 2020.
118 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.