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Garrett Wealth Advisory Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-2,107
Closed -$102K – 509
2019
Q3 		$102K Buy
+2,107
New +$103K 0.07% 85

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Garrett Wealth Advisory Group's PWB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2019, closing a stake of 2,107 shares — an estimated $102K sold.

Garrett Wealth Advisory Group first reported a position in PWB in Q3 2019 and held it in 1 quarter. The position peaked at $102K in Q3 2019. 107 funds tracked by Wall St. Rank hold PWB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco Large Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 2,107 Invesco Large Cap Growth ETF shares in Q4 2019, an estimated $102K.
  • Garrett Wealth Advisory Group first reported a position in Invesco Large Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Invesco Large Cap Growth ETF position peaked at $102K in Q3 2019.
  • 107 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.