LI
PWB icon

LVZ Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

LVZ Inc’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
2016
Q2 		– Sell
-11,004
Closed -$340K – 59
2016
Q1 		$340K Buy
11,004
+2,932
+36% +$86.7K 0.16% 32
2015
Q4 		$253K Sell
8,072
-1,458
-15% -$45.2K 3.46% 15
2015
Q3 		$279K Buy
9,530
+1,666
+21% +$51.2K 0.18% 32
2015
Q2 		$252K Hold
7,864
– – 0.14% 32
2015
Q1 		$241K Buy
+7,864
New +$235K 0.14% 33

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return