Tidal Investments
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Tidal Investments’s Invesco Large Cap Growth ETF PWB Stock Holding History

Tidal Investments’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
-3,271
Closed -$244K – 907
2021
Q2 		$244K Buy
+3,271
New +$232K 0.01% 638

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
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
Raymond James & Associates
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

Tidal Investments's PWB Position: Q3 2021 in Review

Tidal Investments sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2021, closing a stake of 3,271 shares — an estimated $244K sold.

Tidal Investments first reported a position in PWB in Q2 2021 and held it in 1 quarter. The position peaked at $244K in Q2 2021. 124 funds tracked by Wall St. Rank hold PWB as of Q3 2021.

  • Tidal Investments reported no remaining Invesco Large Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Tidal Investments sold 3,271 Invesco Large Cap Growth ETF shares in Q3 2021, an estimated $244K.
  • Tidal Investments first reported a position in Invesco Large Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Tidal Investments's Invesco Large Cap Growth ETF position peaked at $244K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2021.

Based on Tidal Investments's 13F filing for Q3 2021, filed 15 Nov 2021.