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

Quattro 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
2019
Q3 		– Sell
-750
Closed -$37.4K – 81
2019
Q2 		$37.4K Buy
+750
New +$35.7K 0.01% 76
2019
Q1 		– Sell
-750
Closed -$32.8K – 63
2018
Q4 		$32.8K Buy
750
+250
+50% +$11.1K 0.01% 84
2018
Q3 		$23.6K Buy
+500
New +$23.5K 0.01% 74

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Quattro Financial Advisors's PWB Position: Q3 2019 in Review

Quattro Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2019, closing a stake of 750 shares — an estimated $37.4K sold.

Quattro Financial Advisors first reported a position in PWB in Q3 2018 and held it in 3 quarters. The position peaked at $37.4K in Q2 2019. 107 funds tracked by Wall St. Rank hold PWB as of Q3 2019.

  • Quattro Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 750 Invesco Large Cap Growth ETF shares in Q3 2019, an estimated $37.4K.
  • Quattro Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and held it in 3 quarters.
  • Quattro Financial Advisors's Invesco Large Cap Growth ETF position peaked at $37.4K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2019.

Based on Quattro Financial Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.