TWA
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TCI Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

TCI Wealth Advisors’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
2017
Q3 		– Sell
-63
Closed -$2K – 1370
2017
Q2 		$2K Buy
+63
New +$2.23K ﹤0.01% 1010
2016
Q3 		– Sell
-900
Closed -$28K – 1397
2016
Q2 		$28K Hold
900
– – 0.02% 380
2016
Q1 		$28K Hold
900
– – 0.02% 377
2015
Q4 		$28K Hold
900
– – 0.02% 386
2015
Q3 		$26K Sell
900
-900
-50% -$27.6K 0.02% 363
2015
Q2 		$55K Hold
1,800
– – 0.03% 272
2015
Q1 		$55K Hold
1,800
– – 0.03% 233
2014
Q4 		$53K Hold
1,800
– – 0.03% 243
2014
Q3 		$49K Hold
1,800
– – 0.03% 238
2014
Q2 		$49K Buy
+1,800
New +$47K 0.03% 249

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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 $564B AUM 30.12% 1-Year Est. Return