Moss Adams Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Moss Adams Wealth 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
2023 Q2	–	Sell	-415	Closed	-$27K	–	168
2023 Q1	$27K	Buy	+415	New	+$26K	0.01%	124

Other funds holding PWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moss Adams Wealth Advisors's PWB Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2023, closing a stake of 415 shares — an estimated $27K sold.

Moss Adams Wealth Advisors first reported a position in PWB in Q1 2023 and held it in 1 quarter. The position peaked at $27K in Q1 2023. 128 funds tracked by Wall St. Rank hold PWB as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 415 Invesco Large Cap Growth ETF shares in Q2 2023, an estimated $27K.
Moss Adams Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $27K in Q1 2023.
128 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.