HC Financial Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

HC Financial Advisors’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
2022 Q2	$1.17M	Buy	19,902 +834	+4%	+$53.2K	0.78%	47
2022 Q1	$1.38M	Buy	19,068 +5,661	+42%	+$404K	0.82%	44
2021 Q4	$1.08M	Buy	13,407 +394	+3%	+$31K	0.6%	55
2021 Q3	$963K	Buy	13,013 +80	+0.6%	+$6.12K	0.58%	56
2021 Q2	$963K	Buy	12,933 +610	+5%	+$43.3K	0.56%	55
2021 Q1	$839K	Buy	12,323 +370	+3%	+$25.4K	0.51%	55
2020 Q4	$808K	Buy	11,953 +247	+2%	+$15.9K	0.52%	57
2020 Q3	$725K	Sell	11,706 -1,711	-13%	-$102K	0.52%	57
2020 Q2	$735K	Sell	13,417 -313	-2%	-$15.7K	0.57%	55
2020 Q1	$601K	Buy	13,730 +787	+6%	+$39.2K	0.54%	56
2019 Q4	$665K	Buy	12,943 +167	+1%	+$8.22K	0.52%	58
2019 Q3	$618K	Sell	12,776 -1,050	-8%	-$51.4K	0.53%	56
2019 Q2	$669K	Sell	13,826 -370	-3%	-$17.6K	0.67%	44
2019 Q1	$674K	Buy	14,196 +310	+2%	+$14.1K	0.71%	43
2018 Q4	$576K	Sell	13,886 -510	-4%	-$22.7K	1.29%	20
2018 Q3	$694K	Sell	14,396 -536	-4%	-$25.2K	0.61%	51
2018 Q2	$672K	Buy	14,932 +1,425	+11%	+$63.5K	0.66%	53
2018 Q1	$578K	Buy	13,507 +1,365	+11%	+$59.3K	0.57%	54
2017 Q4	$504K	Buy	+12,142	New	+$492K	0.49%	57

Other funds holding PWB

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's PWB Position: Q2 2022 in Review

HC Financial Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 4.4% in Q2 2022, buying an estimated $53.2K and bringing the position to 19,902 shares worth $1.17M. The position accounts for 0.78% of the portfolio, ranked #47.

HC Financial Advisors first reported a position in PWB in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2022. 118 funds tracked by Wall St. Rank hold PWB as of Q2 2022.

HC Financial Advisors held 19,902 shares of Invesco Large Cap Growth ETF worth $1.17M as of Q2 2022.
HC Financial Advisors bought 834 Invesco Large Cap Growth ETF shares in Q2 2022, an estimated $53.2K.
Invesco Large Cap Growth ETF made up 0.78% of HC Financial Advisors's portfolio in Q2 2022, its #47 holding.
HC Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and has held it in 19 quarters since.
HC Financial Advisors's Invesco Large Cap Growth ETF position peaked at $1.38M in Q1 2022.
118 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.