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

Beam 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
2020
Q1 		– Sell
-11,086
Closed -$570K – 169
2019
Q4 		$570K Buy
+11,086
New +$546K 0.53% 57

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Beam Wealth Advisors's PWB Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2020, closing a stake of 11,086 shares — an estimated $570K sold.

Beam Wealth Advisors first reported a position in PWB in Q4 2019 and held it in 1 quarter. The position peaked at $570K in Q4 2019. 100 funds tracked by Wall St. Rank hold PWB as of Q1 2020.

  • Beam Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,086 Invesco Large Cap Growth ETF shares in Q1 2020, an estimated $570K.
  • Beam Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $570K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.