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First Command Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

First Command Advisory Services’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
2025
Q1 		– Sell
-280
Closed -$28.5K – 634
2024
Q4 		$28.5K Hold
280
– – ﹤0.01% 321
2024
Q3 		$27.6K Hold
280
– – ﹤0.01% 327
2024
Q2 		$26.4K Sell
280
-10
-3% -$894 ﹤0.01% 306
2024
Q1 		$25.9K Sell
290
-450
-61% -$38.2K ﹤0.01% 300
2023
Q4 		$57.5K Hold
740
– – ﹤0.01% 231
2023
Q3 		$50.2K Buy
+740
New +$52.1K ﹤0.01% 241

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Morgan Stanley
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Bank of America
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Raymond James Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return