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Howe & Rusling’s Invesco Large Cap Growth ETF PWB Stock Holding History

Howe & Rusling’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
2024
Q4 		– Sell
-44
Closed -$4.34K – 450
2024
Q3 		$4.34K Buy
+44
New +$4.14K ﹤0.01% 375

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howe & Rusling's PWB Position: Q4 2024 in Review

Howe & Rusling sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2024, closing a stake of 44 shares — an estimated $4.34K sold.

Howe & Rusling first reported a position in PWB in Q3 2024 and held it in 1 quarter. The position peaked at $4.34K in Q3 2024. 172 funds tracked by Wall St. Rank hold PWB as of Q4 2024.

  • Howe & Rusling reported no remaining Invesco Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 44 Invesco Large Cap Growth ETF shares in Q4 2024, an estimated $4.34K.
  • Howe & Rusling first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's Invesco Large Cap Growth ETF position peaked at $4.34K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.