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

Certuity’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
2021
Q4 		– Sell
-2,799
Closed -$209K – 378
2021
Q3 		$209K Hold
2,799
– – 0.04% 358
2021
Q2 		$208K Buy
+2,799
New +$199K 0.05% 311

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Certuity's PWB Position: Q4 2021 in Review

Certuity sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2021, closing a stake of 2,799 shares — an estimated $209K sold.

Certuity first reported a position in PWB in Q2 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2021. 132 funds tracked by Wall St. Rank hold PWB as of Q4 2021.

  • Certuity reported no remaining Invesco Large Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Certuity sold 2,799 Invesco Large Cap Growth ETF shares in Q4 2021, an estimated $209K.
  • Certuity first reported a position in Invesco Large Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • Certuity's Invesco Large Cap Growth ETF position peaked at $209K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2021.

Based on Certuity's 13F filing for Q4 2021, filed 14 Feb 2022.