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Calton & Associates’s Invesco Large Cap Growth ETF PWB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,533
Closed -$68K – 1048
2017
Q4 		$68K Buy
+1,533
New +$62.2K 0.02% 584

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's PWB Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2018, closing a stake of 1,533 shares — an estimated $68K sold.

Calton & Associates first reported a position in PWB in Q4 2017 and held it in 1 quarter. The position peaked at $68K in Q4 2017. 89 funds tracked by Wall St. Rank hold PWB as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Large Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,533 Invesco Large Cap Growth ETF shares in Q1 2018, an estimated $68K.
  • Calton & Associates first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Large Cap Growth ETF position peaked at $68K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.