B
PWB icon

Bridgeworth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-767
Closed -$34K – 434
2018
Q2 		$34K Buy
+767
New +$34.2K 0.01% 331

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Bridgeworth's PWB Position: Q3 2018 in Review

Bridgeworth sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2018, closing a stake of 767 shares — an estimated $34K sold.

Bridgeworth first reported a position in PWB in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 93 funds tracked by Wall St. Rank hold PWB as of Q3 2018.

  • Bridgeworth reported no remaining Invesco Large Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 767 Invesco Large Cap Growth ETF shares in Q3 2018, an estimated $34K.
  • Bridgeworth first reported a position in Invesco Large Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Invesco Large Cap Growth ETF position peaked at $34K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.