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

JOYN 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
2019 Q1	–	Sell	-277	Closed	-$11K	–	1080
2018 Q4	$11K	Sell	277 -207	-43%	-$9.2K	﹤0.01%	940
2018 Q3	$23K	Hold	484	–	–	﹤0.01%	643
2018 Q2	$22K	Sell	484 -16	-3%	-$713	﹤0.01%	651
2018 Q1	$21K	Buy	+500	New	+$21.7K	﹤0.01%	662

Other funds holding PWB

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

JOYN Advisors's PWB Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2019, closing a stake of 277 shares — an estimated $11K sold.

JOYN Advisors first reported a position in PWB in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2018. 110 funds tracked by Wall St. Rank hold PWB as of Q1 2019.

JOYN Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 277 Invesco Large Cap Growth ETF shares in Q1 2019, an estimated $11K.
JOYN Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Invesco Large Cap Growth ETF position peaked at $23K in Q3 2018.
110 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.