CWG
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Crown Wealth Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Crown Wealth Group’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
2023
Q3 		– Sell
-42,065
Closed -$2.97M – 77
2023
Q2 		$2.97M Buy
+42,065
New +$2.79M 2.34% 12

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crown Wealth Group's PWB Position: Q3 2023 in Review

Crown Wealth Group sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2023, closing a stake of 42,065 shares — an estimated $2.97M sold.

Crown Wealth Group first reported a position in PWB in Q2 2023 and held it in 1 quarter. The position peaked at $2.97M in Q2 2023. 121 funds tracked by Wall St. Rank hold PWB as of Q3 2023.

  • Crown Wealth Group reported no remaining Invesco Large Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Crown Wealth Group sold 42,065 Invesco Large Cap Growth ETF shares in Q3 2023, an estimated $2.97M.
  • Crown Wealth Group first reported a position in Invesco Large Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Crown Wealth Group's Invesco Large Cap Growth ETF position peaked at $2.97M in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2023.

Based on Crown Wealth Group's 13F filing for Q3 2023, filed 25 Oct 2023.