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

BDO 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
2023 Q2	$164K	Hold	2,320	–	–	0.02%	280
2023 Q1	$151K	Hold	2,320	–	–	0.02%	276
2022 Q4	$139K	Hold	2,320	–	–	0.02%	296
2022 Q3	$132K	Hold	2,320	–	–	0.02%	300
2022 Q2	$136K	Hold	2,320	–	–	0.02%	296
2022 Q1	$168K	Hold	2,320	–	–	0.02%	286
2021 Q4	$187K	Hold	2,320	–	–	0.02%	286
2021 Q3	$172K	Hold	2,320	–	–	0.02%	305
2021 Q2	$173K	Hold	2,320	–	–	0.02%	305
2021 Q1	$158K	Buy	+2,320	New	+$159K	0.02%	317

Other funds holding PWB

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

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

UCFA

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BDO Wealth Advisors's PWB Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2023 at 2,320 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #280.

BDO Wealth Advisors first reported a position in PWB in Q1 2021 and has held it in 10 quarters since. The position peaked at $187K in Q4 2021. 128 funds tracked by Wall St. Rank hold PWB as of Q2 2023.

BDO Wealth Advisors held 2,320 shares of Invesco Large Cap Growth ETF worth $164K as of Q2 2023.
BDO Wealth Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q2 2023.
Invesco Large Cap Growth ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #280 holding.
BDO Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $187K in Q4 2021.
128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.