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Summit Wealth Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Summit Wealth 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
Q3 		– Sell
-76
Closed -$6K – 178
2021
Q2 		$6K Hold
76
– – 0.01% 122
2021
Q1 		$5K Buy
+76
New +$5.21K 0.01% 125

Other funds holding PWB

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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

Summit Wealth Group's PWB Position: Q3 2021 in Review

Summit Wealth Group sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2021, closing a stake of 76 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in PWB in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 124 funds tracked by Wall St. Rank hold PWB as of Q3 2021.

  • Summit Wealth Group reported no remaining Invesco Large Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 76 Invesco Large Cap Growth ETF shares in Q3 2021, an estimated $6K.
  • Summit Wealth Group first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Invesco Large Cap Growth ETF position peaked at $6K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.