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RPS Advisory Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

RPS Advisory Solutions’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
-3,060
Closed -$302K – 112
2024
Q3 		$302K Sell
3,060
-2,849
-48% -$268K 0.22% 73
2024
Q2 		$558K Buy
+5,909
New +$528K 0.51% 44

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPS Advisory Solutions's PWB Position: Q4 2024 in Review

RPS Advisory Solutions sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2024, closing a stake of 3,060 shares — an estimated $302K sold.

RPS Advisory Solutions first reported a position in PWB in Q2 2024 and held it in 2 quarters. The position peaked at $558K in Q2 2024. 172 funds tracked by Wall St. Rank hold PWB as of Q4 2024.

  • RPS Advisory Solutions reported no remaining Invesco Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • RPS Advisory Solutions sold 3,060 Invesco Large Cap Growth ETF shares in Q4 2024, an estimated $302K.
  • RPS Advisory Solutions first reported a position in Invesco Large Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • RPS Advisory Solutions's Invesco Large Cap Growth ETF position peaked at $558K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2024.

Based on RPS Advisory Solutions's 13F filing for Q4 2024, filed 3 Feb 2025.