CFD
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Creative Financial Designs’s Invesco Large Cap Growth ETF PWB Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-93
Closed -$5K – 650
2019
Q2 		$5K Sell
93
-256
-73% -$12.2K ﹤0.01% 466
2019
Q1 		$17K Buy
349
+14
+4% +$636 0.01% 328
2018
Q4 		$14K Sell
335
-283
-46% -$12.6K 0.01% 324
2018
Q3 		$30K Sell
618
-18,618
-97% -$875K 0.02% 283
2018
Q2 		$865K Buy
19,236
+302
+2% +$13.5K 0.51% 52
2018
Q1 		$810K Buy
18,934
+1,474
+8% +$64.1K 0.52% 48
2017
Q4 		$724K Sell
17,460
-4,900
-22% -$199K 0.49% 57
2017
Q3 		$870K Buy
22,360
+1,211
+6% +$45.4K 0.5% 57
2017
Q2 		$760K Buy
21,149
+4,726
+29% +$167K 0.49% 60
2017
Q1 		$564K Buy
16,423
+13,554
+472% +$455K 0.41% 66
2016
Q4 		$92K Buy
+2,869
New +$90.6K 0.08% 179

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Creative Financial Designs's PWB Position: Q3 2019 in Review

Creative Financial Designs sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2019, closing a stake of 93 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in PWB in Q4 2016 and held it in 11 quarters. The position peaked at $870K in Q3 2017. 107 funds tracked by Wall St. Rank hold PWB as of Q3 2019.

  • Creative Financial Designs reported no remaining Invesco Large Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Creative Financial Designs sold 93 Invesco Large Cap Growth ETF shares in Q3 2019, an estimated $5K.
  • Creative Financial Designs first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and held it in 11 quarters.
  • Creative Financial Designs's Invesco Large Cap Growth ETF position peaked at $870K in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2019.

Based on Creative Financial Designs's 13F filing for Q3 2019, filed 23 Oct 2019.