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Orion Portfolio Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-414
Closed -$23K – 1652
2020
Q2 		$23K Sell
414
-51
-11% -$2.57K ﹤0.01% 905
2020
Q1 		$20K Buy
+465
New +$23.1K ﹤0.01% 838

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Orion Portfolio Solutions's PWB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2020, closing a stake of 414 shares — an estimated $23K sold.

Orion Portfolio Solutions first reported a position in PWB in Q1 2020 and held it in 2 quarters. The position peaked at $23K in Q2 2020. 109 funds tracked by Wall St. Rank hold PWB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Large Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 414 Invesco Large Cap Growth ETF shares in Q3 2020, an estimated $23K.
  • Orion Portfolio Solutions first reported a position in Invesco Large Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Large Cap Growth ETF position peaked at $23K in Q2 2020.
  • 109 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.