TD Ameritrade Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-638	Closed	-$45K	–	366
2023 Q2	$45K	Sell	638 -115	-15%	-$7.63K	﹤0.01%	255
2023 Q1	$49K	Sell	753 -39	-5%	-$2.44K	﹤0.01%	257
2022 Q4	$47K	Sell	792 -39	-5%	-$2.37K	﹤0.01%	262
2022 Q3	$47K	Sell	831 -119	-13%	-$7.47K	﹤0.01%	275
2022 Q2	$56K	Sell	950 -148	-13%	-$9.44K	﹤0.01%	287
2022 Q1	$79K	Sell	1,098 -504	-31%	-$36K	﹤0.01%	319
2021 Q4	$129K	Sell	1,602 -1,537	-49%	-$121K	﹤0.01%	271
2021 Q3	$194K	Buy	3,139 +1,460	+87%	+$112K	﹤0.01%	213
2021 Q2	$125K	Sell	1,679 -759	-31%	-$53.9K	﹤0.01%	267
2021 Q1	$164K	Hold	2,438	–	–	﹤0.01%	232
2020 Q4	$164K	Sell	2,438 -701	-22%	-$45.2K	﹤0.01%	232
2020 Q3	$194K	Sell	3,139 -1,488	-32%	-$88.7K	﹤0.01%	213
2020 Q2	$253K	Sell	4,627 -98	-2%	-$4.93K	﹤0.01%	196
2020 Q1	$207K	Buy	4,725 +4,588	+3,349%	+$228K	﹤0.01%	197
2019 Q4	$7K	Buy	137 +100	+270%	+$4.92K	﹤0.01%	498
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	600
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	576
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	524
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	542
2018 Q3	$2K	Sell	37 -537	-94%	-$25.2K	﹤0.01%	496
2018 Q2	$26K	Sell	574 -10	-2%	-$446	﹤0.01%	174
2018 Q1	$25K	Buy	584 +71	+14%	+$3.09K	﹤0.01%	105
2017 Q4	$21K	Hold	513	–	–	﹤0.01%	88
2017 Q3	$20K	Hold	513	–	–	﹤0.01%	80
2017 Q2	$18K	Buy	+513	New	+$18.2K	﹤0.01%	78

Other funds holding PWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's PWB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2023, closing a stake of 638 shares — an estimated $45K sold.

TD Ameritrade Investment Management first reported a position in PWB in Q2 2017 and held it in 25 quarters. The position peaked at $253K in Q2 2020. 121 funds tracked by Wall St. Rank hold PWB as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Invesco Large Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 638 Invesco Large Cap Growth ETF shares in Q3 2023, an estimated $45K.
TD Ameritrade Investment Management first reported a position in Invesco Large Cap Growth ETF in Q2 2017 and held it in 25 quarters.
TD Ameritrade Investment Management's Invesco Large Cap Growth ETF position peaked at $253K in Q2 2020.
121 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.