LA
PWB icon

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

LexAurum 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
Q2 		– Sell
-51,078
Closed -$2.42M – 185
2019
Q1 		$2.42M Buy
+51,078
New +$2.32M 1.6% 13

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 $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LexAurum Advisors's PWB Position: Q2 2019 in Review

LexAurum Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2019, closing a stake of 51,078 shares — an estimated $2.42M sold.

LexAurum Advisors first reported a position in PWB in Q1 2019 and held it in 1 quarter. The position peaked at $2.42M in Q1 2019. 111 funds tracked by Wall St. Rank hold PWB as of Q2 2019.

  • LexAurum Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • LexAurum Advisors sold 51,078 Invesco Large Cap Growth ETF shares in Q2 2019, an estimated $2.42M.
  • LexAurum Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • LexAurum Advisors's Invesco Large Cap Growth ETF position peaked at $2.42M in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2019.

Based on LexAurum Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.