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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,454
Closed -$1.47M 1636
2024
Q4
$1.47M Buy
14,454
+9,744
+207% +$991K 0.05% 220
2024
Q3
$465K Buy
+4,710
New +$465K 0.02% 479
2024
Q2
Sell
-10,277
Closed -$918K 931
2024
Q1
$918K Buy
+10,277
New +$918K 0.04% 315
2023
Q4
Sell
-104,913
Closed -$7.11M 713
2023
Q3
$7.11M Buy
+104,913
New +$7.11M 0.81% 33