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

EPG 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
2024 Q2	–	Sell	-6,000	Closed	-$536K	–	158
2024 Q1	$536K	Hold	6,000	–	–	0.13%	163
2023 Q4	$512K	Hold	6,000	–	–	0.13%	156
2023 Q3	$407K	Hold	6,000	–	–	0.12%	164
2023 Q2	$424K	Hold	6,000	–	–	0.13%	159
2023 Q1	$390K	Hold	6,000	–	–	0.12%	162
2022 Q4	$358K	Hold	6,000	–	–	0.14%	140
2022 Q3	$342K	Hold	6,000	–	–	0.14%	143
2022 Q2	$352K	Hold	6,000	–	–	0.15%	144
2022 Q1	$434K	Hold	6,000	–	–	0.15%	128
2021 Q4	$485K	Hold	6,000	–	–	0.17%	122
2021 Q3	$444K	Buy	+6,000	New	+$459K	0.18%	118

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

EPG Wealth Management's PWB Position: Q2 2024 in Review

EPG Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2024, closing a stake of 6,000 shares — an estimated $536K sold.

EPG Wealth Management first reported a position in PWB in Q3 2021 and held it in 11 quarters. The position peaked at $536K in Q1 2024. 159 funds tracked by Wall St. Rank hold PWB as of Q2 2024.

EPG Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 6,000 Invesco Large Cap Growth ETF shares in Q2 2024, an estimated $536K.
EPG Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2021 and held it in 11 quarters.
EPG Wealth Management's Invesco Large Cap Growth ETF position peaked at $536K in Q1 2024.
159 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.