NFG
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Next Financial Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Next Financial Group’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
-51
Closed -$3K – 2350
2019
Q4 		$3K Hold
51
– – ﹤0.01% 2101
2019
Q3 		$2K Hold
51
– – ﹤0.01% 2141
2019
Q2 		$2K Hold
51
– – ﹤0.01% 2143
2019
Q1 		$2K Hold
51
– – ﹤0.01% 1484
2018
Q4 		$2K Hold
51
– – ﹤0.01% 1759
2018
Q3 		$2K Buy
+51
New +$2.4K ﹤0.01% 1324
2017
Q1 		– Sell
-117
Closed -$4K – 2198
2016
Q4 		$4K Hold
117
– – ﹤0.01% 2007
2016
Q3 		$4K Buy
+117
New +$3.73K ﹤0.01% 2012
2014
Q4 		– Sell
-426
Closed -$12K – 2255
2014
Q3 		$12K Buy
426
+360
+545% +$9.83K ﹤0.01% 1679
2014
Q2 		$2K Buy
+66
New +$1.72K ﹤0.01% 1078

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 $376B 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 $16.2B 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 $431B 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 $564B 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