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

SeaCrest Wealth Management’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 Q2	–	Sell	-333	Closed	-$16K	–	1528
2019 Q1	$16K	Hold	333	–	–	﹤0.01%	1381
2018 Q4	$14K	Hold	333	–	–	﹤0.01%	1384
2018 Q3	$16K	Hold	333	–	–	﹤0.01%	1480
2018 Q2	$15K	Hold	333	–	–	﹤0.01%	1468
2018 Q1	$14K	Hold	333	–	–	﹤0.01%	1465
2017 Q4	$14K	Buy	+333	New	+$13.5K	﹤0.01%	1480

Other funds holding PWB

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJA

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaCrest Wealth Management's PWB Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2019, closing a stake of 333 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in PWB in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q1 2019. 111 funds tracked by Wall St. Rank hold PWB as of Q2 2019.

SeaCrest Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 333 Invesco Large Cap Growth ETF shares in Q2 2019, an estimated $16K.
SeaCrest Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Invesco Large Cap Growth ETF position peaked at $16K in Q1 2019.
111 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.