BSW
PWB icon

Buckingham Strategic Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-4,196
Closed -$260K – 569
2020
Q3 		$260K Buy
+4,196
New +$250K 0.02% 410

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Buckingham Strategic Wealth's PWB Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2020, closing a stake of 4,196 shares — an estimated $260K sold.

Buckingham Strategic Wealth first reported a position in PWB in Q3 2020 and held it in 1 quarter. The position peaked at $260K in Q3 2020. 112 funds tracked by Wall St. Rank hold PWB as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Invesco Large Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,196 Invesco Large Cap Growth ETF shares in Q4 2020, an estimated $260K.
  • Buckingham Strategic Wealth first reported a position in Invesco Large Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Invesco Large Cap Growth ETF position peaked at $260K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.