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

Plante Moran 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
2022 Q2	–	Sell	-224	Closed	-$16K	–	1034
2022 Q1	$16K	Hold	224	–	–	﹤0.01%	538
2021 Q4	$18K	Hold	224	–	–	﹤0.01%	589
2021 Q3	$17K	Hold	224	–	–	﹤0.01%	596
2021 Q2	$17K	Hold	224	–	–	﹤0.01%	590
2021 Q1	$15K	Buy	+224	New	+$15.4K	﹤0.01%	583

Other funds holding PWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's PWB Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2022, closing a stake of 224 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in PWB in Q1 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 118 funds tracked by Wall St. Rank hold PWB as of Q2 2022.

Plante Moran Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 224 Invesco Large Cap Growth ETF shares in Q2 2022, an estimated $16K.
Plante Moran Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and held it in 5 quarters.
Plante Moran Financial Advisors's Invesco Large Cap Growth ETF position peaked at $18K in Q4 2021.
118 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.