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CFM Wealth Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-220
Closed -$12K – 389
2020
Q2 		$12K Hold
220
– – ﹤0.01% 387
2020
Q1 		$10K Hold
220
– – ﹤0.01% 433
2019
Q4 		$12K Buy
+220
New +$10.8K ﹤0.01% 406

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CFM Wealth Partners's PWB Position: Q3 2020 in Review

CFM Wealth Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2020, closing a stake of 220 shares — an estimated $12K sold.

CFM Wealth Partners first reported a position in PWB in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 109 funds tracked by Wall St. Rank hold PWB as of Q3 2020.

  • CFM Wealth Partners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 220 Invesco Large Cap Growth ETF shares in Q3 2020, an estimated $12K.
  • CFM Wealth Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Invesco Large Cap Growth ETF position peaked at $12K in Q2 2020.
  • 109 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.