Beirne Wealth Consulting Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Beirne Wealth Consulting Services’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
2021 Q4	–	Sell	-7,600	Closed	-$562K	–	119
2021 Q3	$562K	Sell	7,600 -700	-8%	-$53.6K	0.32%	47
2021 Q2	$618K	Hold	8,300	–	–	0.34%	46
2021 Q1	$565K	Sell	8,300 -1,000	-11%	-$68.6K	0.33%	45
2020 Q4	$628K	Hold	9,300	–	–	0.31%	63
2020 Q3	$576K	Sell	9,300 -200	-2%	-$11.9K	0.34%	57
2020 Q2	$520K	Hold	9,500	–	–	0.42%	39
2020 Q1	$416K	Sell	9,500 -1,000	-10%	-$49.8K	0.45%	41
2019 Q4	$540K	Hold	10,500	–	–	0.48%	41
2019 Q3	$508K	Hold	10,500	–	–	0.42%	61
2019 Q2	$508K	Hold	10,500	–	–	0.46%	63
2019 Q1	$498K	Hold	10,500	–	–	0.39%	77
2018 Q4	$435K	Buy	+10,500	New	+$466K	0.37%	86

Other funds holding PWB

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return