Capital Advisory Group Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Capital Advisory Group Advisory 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
2022 Q3	–	Sell	-510	Closed	-$37K	–	181
2022 Q2	$37K	Hold	510	–	–	0.02%	167
2022 Q1	$37K	Buy	+510	New	+$36.4K	0.02%	263
2021 Q4	–	Sell	-510	Closed	-$38K	–	414
2021 Q3	$38K	Hold	510	–	–	0.01%	281
2021 Q2	$38K	Hold	510	–	–	0.01%	284
2021 Q1	$35K	Hold	510	–	–	0.01%	270
2020 Q4	$34K	Hold	510	–	–	0.01%	272
2020 Q3	$32K	Hold	510	–	–	0.02%	229
2020 Q2	$28K	Hold	510	–	–	0.02%	222
2020 Q1	$22K	Hold	510	–	–	0.03%	153
2019 Q4	$26K	Hold	510	–	–	0.01%	134
2019 Q3	$25K	Hold	510	–	–	0.02%	194
2019 Q2	$25K	Hold	510	–	–	0.02%	198
2019 Q1	$24K	Hold	510	–	–	0.02%	194
2018 Q4	$21K	Hold	510	–	–	0.02%	185
2018 Q3	$25K	Hold	510	–	–	0.02%	181
2018 Q2	$23K	Hold	510	–	–	0.02%	171
2018 Q1	$22K	Buy	+510	New	+$22.2K	0.02%	180

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisory Group Advisory Services's PWB Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2022, closing a stake of 510 shares — an estimated $37K sold.

Capital Advisory Group Advisory Services first reported a position in PWB in Q1 2018 and held it in 17 quarters. The position peaked at $38K in Q3 2021. 114 funds tracked by Wall St. Rank hold PWB as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining Invesco Large Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 510 Invesco Large Cap Growth ETF shares in Q3 2022, an estimated $37K.
Capital Advisory Group Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and held it in 17 quarters.
Capital Advisory Group Advisory Services's Invesco Large Cap Growth ETF position peaked at $38K in Q3 2021.
114 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.