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

Northwest 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
2024
Q4 		– Sell
-1,150
Closed -$113K – 423
2024
Q3 		$113K Buy
+1,150
New +$108K 0.09% 145
2024
Q1 		– Sell
-1,150
Closed -$89.4K – 405
2023
Q4 		$89.4K Buy
+1,150
New +$83K 0.08% 153

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Financial Advisors's PWB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2024, closing a stake of 1,150 shares — an estimated $113K sold.

Northwest Financial Advisors first reported a position in PWB in Q4 2023 and held it in 2 quarters. The position peaked at $113K in Q3 2024. 172 funds tracked by Wall St. Rank hold PWB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,150 Invesco Large Cap Growth ETF shares in Q4 2024, an estimated $113K.
  • Northwest Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Large Cap Growth ETF position peaked at $113K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.