CMH Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

CMH Wealth Management’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
2019 Q1	–	Sell	-86,116	Closed	-$3.57M	–	58
2018 Q4	$3.57M	Sell	86,116 -19,773	-19%	-$878K	2.15%	12
2018 Q3	$5.14M	Sell	105,889 -98,098	-48%	-$4.61M	2.69%	12
2018 Q2	$9.2M	Buy	203,987 +9,074	+5%	+$405K	5.26%	3
2018 Q1	$8.16M	Sell	194,913 -30,470	-14%	-$1.32M	5.5%	3
2017 Q4	$9.41M	Sell	225,383 -2,055	-0.9%	-$83.3K	6.23%	3
2017 Q3	$8.89M	Buy	227,438 +1,395	+0.6%	+$52.4K	6.6%	3
2017 Q2	$8.15M	Sell	226,043 -21,080	-9%	-$746K	6.5%	2
2017 Q1	$8.43M	Buy	247,123 +152,465	+161%	+$5.11M	6.6%	2
2016 Q4	$3.09M	Buy	+94,658	New	+$2.99M	2.7%	11

Other funds holding PWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

CMH Wealth Management's PWB Position: Q1 2019 in Review

CMH Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2019, closing a stake of 86,116 shares — an estimated $3.57M sold.

CMH Wealth Management first reported a position in PWB in Q4 2016 and held it in 9 quarters. The position peaked at $9.41M in Q4 2017. 110 funds tracked by Wall St. Rank hold PWB as of Q1 2019.

CMH Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
CMH Wealth Management sold 86,116 Invesco Large Cap Growth ETF shares in Q1 2019, an estimated $3.57M.
CMH Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and held it in 9 quarters.
CMH Wealth Management's Invesco Large Cap Growth ETF position peaked at $9.41M in Q4 2017.
110 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2019.

Based on CMH Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.