Ellevest Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

Ellevest Inc’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
2022 Q2	–	Sell	-7	Closed	-$1K	–	1628
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1329
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1315
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1309
2021 Q2	$1K	Sell	7 -195	-97%	-$13.9K	﹤0.01%	1187
2021 Q1	$14K	Buy	+202	New	+$13.8K	﹤0.01%	730

Other funds holding PWB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ellevest Inc's PWB Position: Q2 2022 in Review

Ellevest Inc sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Ellevest Inc first reported a position in PWB in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 118 funds tracked by Wall St. Rank hold PWB as of Q2 2022.

Ellevest Inc reported no remaining Invesco Large Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 7 Invesco Large Cap Growth ETF shares in Q2 2022, an estimated $1K.
Ellevest Inc first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and held it in 5 quarters.
Ellevest Inc's Invesco Large Cap Growth ETF position peaked at $14K in Q1 2021.
118 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.