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Legacy Capital Group California’s Invesco Large Cap Growth ETF PWB Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-3,182
Closed -$284K – 331
2024
Q1 		$284K Buy
+3,182
New +$270K 0.1% 233

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Legacy Capital Group California's PWB Position: Q2 2024 in Review

Legacy Capital Group California sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2024, closing a stake of 3,182 shares — an estimated $284K sold.

Legacy Capital Group California first reported a position in PWB in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 159 funds tracked by Wall St. Rank hold PWB as of Q2 2024.

  • Legacy Capital Group California reported no remaining Invesco Large Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 3,182 Invesco Large Cap Growth ETF shares in Q2 2024, an estimated $284K.
  • Legacy Capital Group California first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco Large Cap Growth ETF position peaked at $284K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.