PI
PWB icon

PFS Investments’s Invesco Large Cap Growth ETF PWB Stock Holding History

PFS Investments’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
2019
Q4 		– Sell
-282,681
Closed -$13.7M – 248
2019
Q3 		$13.7M Buy
282,681
+21,480
+8% +$1.05M 0.59% 50
2019
Q2 		$12.9M Buy
261,201
+22,365
+9% +$1.06M 0.58% 40
2019
Q1 		$11.3M Buy
238,836
+50,679
+27% +$2.3M 0.56% 42
2018
Q4 		$8.04M Sell
188,157
-4,368
-2% -$194K 0.49% 49
2018
Q3 		$9.29M Buy
192,525
+33,984
+21% +$1.6M 0.65% 42
2018
Q2 		$7.33M Buy
158,541
+27,439
+21% +$1.22M 0.62% 47
2018
Q1 		$5.62M Buy
131,102
+49,659
+61% +$2.16M 0.67% 45
2017
Q4 		$3.65M Buy
+81,443
New +$3.3M 0.68% 42

Other funds holding PWB

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return