Global Financial Private Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-5,893	Closed	-$284K	–	471
2018 Q3	$284K	Buy	5,893 +201	+4%	+$9.44K	0.01%	451
2018 Q2	$256K	Buy	+5,692	New	+$254K	0.01%	473

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Global Financial Private Capital's PWB Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2018, closing a stake of 5,893 shares — an estimated $284K sold.

Global Financial Private Capital first reported a position in PWB in Q2 2018 and held it in 2 quarters. The position peaked at $284K in Q3 2018. 101 funds tracked by Wall St. Rank hold PWB as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco Large Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 5,893 Invesco Large Cap Growth ETF shares in Q4 2018, an estimated $284K.
Global Financial Private Capital first reported a position in Invesco Large Cap Growth ETF in Q2 2018 and held it in 2 quarters.
Global Financial Private Capital's Invesco Large Cap Growth ETF position peaked at $284K in Q3 2018.
101 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.