JFGIW
PWB icon

Johnson Financial Group Inc (Wisconsin)’s Invesco Large Cap Growth ETF PWB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-868
Closed -$42K – 590
2019
Q2 		$42K Buy
+868
New +$41.3K ﹤0.01% 335

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Johnson Financial Group Inc (Wisconsin)'s PWB Position: Q3 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2019, closing a stake of 868 shares — an estimated $42K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PWB in Q2 2019 and held it in 1 quarter. The position peaked at $42K in Q2 2019. 107 funds tracked by Wall St. Rank hold PWB as of Q3 2019.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Large Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 868 Invesco Large Cap Growth ETF shares in Q3 2019, an estimated $42K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Large Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Large Cap Growth ETF position peaked at $42K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2019, filed 12 Nov 2019.