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

Lighthouse Financial 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
2020
Q1 		– Sell
-304
Closed -$15K – 222
2019
Q4 		$15K Buy
+304
New +$15K 0.01% 170

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Lighthouse Financial Advisors's PWB Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2020, closing a stake of 304 shares — an estimated $15K sold.

Lighthouse Financial Advisors first reported a position in PWB in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 100 funds tracked by Wall St. Rank hold PWB as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 304 Invesco Large Cap Growth ETF shares in Q1 2020, an estimated $15K.
  • Lighthouse Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Invesco Large Cap Growth ETF position peaked at $15K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.