Riverpoint Wealth Management Holdings’s Invesco Large Cap Growth ETF PWB Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q3	–	Sell	-22,008	Closed	-$1.64M	–	72
2021 Q2	$1.64M	Buy	22,008 +299	+1%	+$21.2K	0.45%	29
2021 Q1	$1.48M	Sell	21,709 -926	-4%	-$63.5K	0.45%	29
2020 Q4	$1.53M	Buy	22,635 +2,584	+13%	+$167K	0.48%	30
2020 Q3	$1.24M	Buy	20,051 +1,716	+9%	+$102K	0.45%	32
2020 Q2	$1M	Buy	18,335 +279	+2%	+$14K	0.39%	34
2020 Q1	$790K	Buy	18,056 +3,468	+24%	+$173K	0.39%	32
2019 Q4	$750K	Buy	14,588 +1,466	+11%	+$72.2K	0.3%	38
2019 Q3	$634K	Buy	13,122 +668	+5%	+$32.7K	0.28%	35
2019 Q2	$602K	Buy	12,454 +4,363	+54%	+$208K	0.27%	34
2019 Q1	$384K	Buy	8,091 +197	+2%	+$8.96K	0.19%	40
2018 Q4	$328K	Buy	7,894 +2,571	+48%	+$114K	0.18%	44
2018 Q3	$256K	Buy	+5,323	New	+$250K	0.13%	56

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Riverpoint Wealth Management Holdings's PWB Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2021, closing a stake of 22,008 shares — an estimated $1.64M sold.

Riverpoint Wealth Management Holdings first reported a position in PWB in Q3 2018 and held it in 12 quarters. The position peaked at $1.64M in Q2 2021. 124 funds tracked by Wall St. Rank hold PWB as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining Invesco Large Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 22,008 Invesco Large Cap Growth ETF shares in Q3 2021, an estimated $1.64M.
Riverpoint Wealth Management Holdings first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and held it in 12 quarters.
Riverpoint Wealth Management Holdings's Invesco Large Cap Growth ETF position peaked at $1.64M in Q2 2021.
124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.