MA
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Montag & Associates’s Invesco Large Cap Growth ETF PWB Stock Holding History

Montag & Associates’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
2023
Q3 		– Sell
-8
Closed -$565 – 930
2023
Q2 		$565 Hold
8
– – ﹤0.01% 907
2023
Q1 		$520 Hold
8
– – ﹤0.01% 910
2022
Q4 		$478 Hold
8
– – ﹤0.01% 928
2022
Q3 		$0 Hold
8
– – ﹤0.01% 889
2022
Q2 		$0 Hold
8
– – ﹤0.01% 853
2022
Q1 		$1K Hold
8
– – ﹤0.01% 825
2021
Q4 		$1K Hold
8
– – ﹤0.01% 841
2021
Q3 		$1K Hold
8
– – ﹤0.01% 848
2021
Q2 		$1K Hold
8
– – ﹤0.01% 839
2021
Q1 		$1K Buy
+8
New +$549 ﹤0.01% 837

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return