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

HL 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
2019
Q1 		$241K Hold
5,073
– – ﹤0.01% 667
2018
Q4 		$210K Buy
+5,073
New +$225K ﹤0.01% 683

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

HL Financial Services's PWB Position: Q1 2019 in Review

HL Financial Services held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2019 at 5,073 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

HL Financial Services first reported a position in PWB in Q4 2018 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold PWB as of Q1 2019.

  • HL Financial Services held 5,073 shares of Invesco Large Cap Growth ETF worth $241K as of Q1 2019.
  • HL Financial Services left its Invesco Large Cap Growth ETF share count unchanged in Q1 2019.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #667 holding.
  • HL Financial Services first reported a position in Invesco Large Cap Growth ETF in Q4 2018 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.