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

First Command Financial 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
2023 Q2	$52.3K	Hold	740	–	–	﹤0.01%	233
2023 Q1	$48.1K	Hold	740	–	–	﹤0.01%	232
2022 Q4	$44K	Hold	740	–	–	0.01%	239
2022 Q3	$42K	Hold	740	–	–	0.01%	237
2022 Q2	$43K	Hold	740	–	–	0.01%	242
2022 Q1	$53K	Hold	740	–	–	0.01%	238
2021 Q4	$60K	Hold	740	–	–	0.01%	232
2021 Q3	$55K	Hold	740	–	–	0.01%	244
2021 Q2	$55K	Hold	740	–	–	0.01%	249
2021 Q1	$50K	Hold	740	–	–	0.01%	240
2020 Q4	$50K	Hold	740	–	–	0.01%	221
2020 Q3	$46K	Hold	740	–	–	0.01%	200
2020 Q2	$41K	Buy	+740	New	+$37.2K	0.01%	203

Other funds holding PWB

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $2.65B AUM 20.73% 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

First Command Financial Services's PWB Position: Q2 2023 in Review

First Command Financial Services held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2023 at 740 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

First Command Financial Services first reported a position in PWB in Q2 2020 and has held it in 13 quarters since. The position peaked at $60K in Q4 2021. 128 funds tracked by Wall St. Rank hold PWB as of Q2 2023.

First Command Financial Services held 740 shares of Invesco Large Cap Growth ETF worth $52.3K as of Q2 2023.
First Command Financial Services left its Invesco Large Cap Growth ETF share count unchanged in Q2 2023.
Invesco Large Cap Growth ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #233 holding.
First Command Financial Services first reported a position in Invesco Large Cap Growth ETF in Q2 2020 and has held it in 13 quarters since.
First Command Financial Services's Invesco Large Cap Growth ETF position peaked at $60K in Q4 2021.
128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.