Belpointe Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,063	Closed	-$69.1K	–	2671
2023 Q1	$69.1K	Hold	1,063	–	–	﹤0.01%	1520
2022 Q4	$63.5K	Buy	+1,063	New	+$64.6K	﹤0.01%	1475
2022 Q1	–	Sell	-1,263	Closed	-$102K	–	1291
2021 Q4	$102K	Buy	+1,263	New	+$99.5K	0.01%	1183
2021 Q2	–	Sell	-2,263	Closed	-$154K	–	1172
2021 Q1	$154K	Buy	+2,263	New	+$155K	0.01%	843

Other funds holding PWB

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

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

United Capital Financial Advisors Irving, Texas $16.3B 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

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

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

Cambridge Investment Research Advisors

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

Commonwealth Equity Services

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

Royal Bank of Canada

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