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Private Capital Management (Colorado)’s Invesco Large Cap Growth ETF PWB Stock Holding History

Private Capital Management (Colorado)’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
-2,512
Closed -$248K – 266
2024
Q3 		$248K Buy
+2,512
New +$237K 0.04% 163

Other funds holding PWB

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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

Private Capital Management (Colorado)'s PWB Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2024, closing a stake of 2,512 shares — an estimated $248K sold.

Private Capital Management (Colorado) first reported a position in PWB in Q3 2024 and held it in 1 quarter. The position peaked at $248K in Q3 2024. 172 funds tracked by Wall St. Rank hold PWB as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Invesco Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 2,512 Invesco Large Cap Growth ETF shares in Q4 2024, an estimated $248K.
  • Private Capital Management (Colorado) first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s Invesco Large Cap Growth ETF position peaked at $248K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.