Personal CFO Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Personal CFO 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 Q1	–	Sell	-17,015	Closed	-$875K	–	349
2019 Q4	$875K	Sell	17,015 -866	-5%	-$42.6K	0.25%	83
2019 Q3	$864K	Buy	+17,881	New	+$875K	0.34%	72

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Personal CFO Solutions's PWB Position: Q1 2020 in Review

Personal CFO Solutions sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2020, closing a stake of 17,015 shares — an estimated $875K sold.

Personal CFO Solutions first reported a position in PWB in Q3 2019 and held it in 2 quarters. The position peaked at $875K in Q4 2019. 100 funds tracked by Wall St. Rank hold PWB as of Q1 2020.

Personal CFO Solutions reported no remaining Invesco Large Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Personal CFO Solutions sold 17,015 Invesco Large Cap Growth ETF shares in Q1 2020, an estimated $875K.
Personal CFO Solutions first reported a position in Invesco Large Cap Growth ETF in Q3 2019 and held it in 2 quarters.
Personal CFO Solutions's Invesco Large Cap Growth ETF position peaked at $875K in Q4 2019.
100 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.