Financial Advocates Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-25,347	Closed	-$1.65M	–	758
2023 Q1	$1.65M	Sell	25,347 -970	-4%	-$60.8K	0.12%	202
2022 Q4	$1.57M	Sell	26,317 -423	-2%	-$25.7K	0.12%	207
2022 Q3	$1.52M	Buy	26,740 +75	+0.3%	+$4.71K	0.13%	184
2022 Q2	$1.56M	Sell	26,665 -1,969	-7%	-$126K	0.13%	198
2022 Q1	$2.07M	Sell	28,634 -34	-0.1%	-$2.43K	0.14%	184
2021 Q4	$2.32M	Buy	28,668 +196	+0.7%	+$15.4K	0.15%	162
2021 Q3	$2.11M	Sell	28,472 -214	-0.7%	-$16.4K	0.14%	172
2021 Q2	$2.14M	Sell	28,686 -526	-2%	-$37.4K	0.14%	169
2021 Q1	$1.99M	Sell	29,212 -808	-3%	-$55.4K	0.14%	175
2020 Q4	$2.03M	Buy	30,020 +382	+1%	+$24.6K	0.14%	168
2020 Q3	$1.83M	Sell	29,638 -466	-2%	-$27.8K	0.16%	141
2020 Q2	$1.65M	Buy	+30,104	New	+$1.51M	0.16%	160

Other funds holding PWB

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 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

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

Financial Advocates Investment Management's PWB Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2023, closing a stake of 25,347 shares — an estimated $1.65M sold.

Financial Advocates Investment Management first reported a position in PWB in Q2 2020 and held it in 12 quarters. The position peaked at $2.32M in Q4 2021. 128 funds tracked by Wall St. Rank hold PWB as of Q2 2023.

Financial Advocates Investment Management reported no remaining Invesco Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 25,347 Invesco Large Cap Growth ETF shares in Q2 2023, an estimated $1.65M.
Financial Advocates Investment Management first reported a position in Invesco Large Cap Growth ETF in Q2 2020 and held it in 12 quarters.
Financial Advocates Investment Management's Invesco Large Cap Growth ETF position peaked at $2.32M in Q4 2021.
128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.