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PSI Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

PSI 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
2025
Q1 		– Sell
-151
Closed -$15.3K – 895
2024
Q4 		$15.3K Hold
151
– – ﹤0.01% 460
2024
Q3 		$14.8K Hold
151
– – ﹤0.01% 473
2024
Q2 		$14.2K Buy
151
+1
+0.7% +$89 ﹤0.01% 461
2024
Q1 		$13.4K Sell
150
-1
-0.7% -$85 ﹤0.01% 444
2023
Q4 		$11.7K Buy
151
+1
+0.7% +$72 ﹤0.01% 487
2023
Q3 		$10.2K Buy
150
+40
+36% +$2.82K ﹤0.01% 487
2023
Q2 		$7.77K Hold
110
– – ﹤0.01% 527
2023
Q1 		$7.15K Buy
+110
New +$6.89K ﹤0.01% 487

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return