SMG
PWB icon

Spectrum Management Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Spectrum Management Group’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
Q2 		– Sell
-1,469
Closed -$100K – 278
2021
Q1 		$100K Hold
1,469
– – 0.02% 130
2020
Q4 		$99K Hold
1,469
– – 0.02% 124
2020
Q3 		$91K Hold
1,469
– – 0.02% 123
2020
Q2 		$80K Hold
1,469
– – 0.02% 125
2020
Q1 		$64K Buy
+1,469
New +$73.1K 0.02% 116
2019
Q3 		– Sell
-1,469
Closed -$71K – 235
2019
Q2 		$71K Hold
1,469
– – 0.02% 142
2019
Q1 		$70K Hold
1,469
– – 0.02% 122
2018
Q4 		$61K Buy
+1,469
New +$65.3K 0.02% 116
2017
Q4 		– Sell
-533
Closed -$21K – 376
2017
Q3 		$21K Buy
+533
New +$20K 0.01% 233

Other funds holding PWB

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
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return