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

Sugarloaf 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
2024
Q4 		$10.2K Hold
100
– – ﹤0.01% 499
2024
Q3 		$9.87K Buy
+100
New +$9.42K ﹤0.01% 506

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sugarloaf Wealth Management's PWB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q4 2024 at 100 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Sugarloaf Wealth Management first reported a position in PWB in Q3 2024 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold PWB as of Q4 2024.

  • Sugarloaf Wealth Management held 100 shares of Invesco Large Cap Growth ETF worth $10.2K as of Q4 2024.
  • Sugarloaf Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q4 2024.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #499 holding.
  • Sugarloaf Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.