EWM
PWB icon

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

Executive 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
Q3 		– Sell
-30
Closed -$1K – 617
2019
Q2 		$1K Hold
30
– – ﹤0.01% 864
2019
Q1 		$1K Hold
30
– – ﹤0.01% 799
2018
Q4 		$1K Buy
+30
New +$1.33K ﹤0.01% 844

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

Executive Wealth Management's PWB Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2019, closing a stake of 30 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in PWB in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 107 funds tracked by Wall St. Rank hold PWB as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 30 Invesco Large Cap Growth ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco Large Cap Growth ETF position peaked at $1K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.