PO
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Private Ocean’s Invesco Large Cap Growth ETF PWB Stock Holding History

Private Ocean’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
Q2 		– Sell
-155
Closed -$6K – 555
2020
Q1 		$6K Buy
+155
New +$7.71K ﹤0.01% 429

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean's PWB Position: Q2 2020 in Review

Private Ocean sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2020, closing a stake of 155 shares — an estimated $6K sold.

Private Ocean first reported a position in PWB in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 103 funds tracked by Wall St. Rank hold PWB as of Q2 2020.

  • Private Ocean reported no remaining Invesco Large Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Private Ocean sold 155 Invesco Large Cap Growth ETF shares in Q2 2020, an estimated $6K.
  • Private Ocean first reported a position in Invesco Large Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Private Ocean's Invesco Large Cap Growth ETF position peaked at $6K in Q1 2020.
  • 103 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.