United Capital Financial Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

United Capital Financial Advisors’s Portfolio PWB Stock Details PWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.72M	Sell	40,154 -8,093	-17%	-$950K	0.04%	288
2025 Q1	$4.63M	Sell	48,247 -2,528	-5%	-$243K	0.04%	280
2024 Q4	$5.17M	Sell	50,775 -3,856	-7%	-$392K	0.04%	256
2024 Q3	$5.39M	Sell	54,631 -4,619	-8%	-$456K	0.04%	249
2024 Q2	$5.6M	Sell	59,250 -13,123	-18%	-$1.24M	0.05%	244
2024 Q1	$6.46M	Sell	72,373 -40,293	-36%	-$3.6M	0.05%	235
2023 Q4	$8.75M	Sell	112,666 -266,839	-70%	-$20.7M	0.07%	208
2023 Q3	$25.7M	Sell	379,505 -9,128	-2%	-$619K	0.17%	120
2023 Q2	$27.4M	Buy	388,633 +4,943	+1%	+$349K	0.15%	126
2023 Q1	$24.9M	Sell	383,690 -4,526	-1%	-$294K	0.14%	141
2022 Q4	$23.2M	Buy	388,216 +3,190	+0.8%	+$191K	0.13%	153
2022 Q3	$21.9M	Buy	385,026 +2,445	+0.6%	+$139K	0.13%	146
2022 Q2	$22.4M	Buy	382,581 +332	+0.1%	+$19.5K	0.12%	159
2022 Q1	$27.6M	Buy	382,249 +2,134	+0.6%	+$154K	0.13%	154
2021 Q4	$30.7M	Buy	380,115 +2,881	+0.8%	+$233K	0.14%	149
2021 Q3	$27.9M	Buy	377,234 +10,946	+3%	+$810K	0.14%	150
2021 Q2	$27.3M	Buy	366,288 +4,407	+1%	+$328K	0.14%	156
2021 Q1	$24.6M	Buy	361,881 +12,464	+4%	+$848K	0.14%	160
2020 Q4	$23.6M	Buy	349,417 +2,860	+0.8%	+$193K	0.14%	160
2020 Q3	$21.5M	Buy	346,557 +1,971	+0.6%	+$122K	0.14%	162
2020 Q2	$18.9M	Buy	344,586 +1,680	+0.5%	+$92K	0.14%	166
2020 Q1	$15M	Buy	342,906 +16,482	+5%	+$721K	0.12%	181
2019 Q4	$16.8M	Buy	326,424 +4,632	+1%	+$238K	0.11%	227
2019 Q3	$15.6M	Buy	321,792 +524	+0.2%	+$25.3K	0.11%	227
2019 Q2	$15.5M	Buy	321,268 +668	+0.2%	+$32.3K	0.1%	219
2019 Q1	$15.2M	Buy	320,600 +240	+0.1%	+$11.4K	0.11%	211
2018 Q4	$13.3M	Buy	320,360 +5,937	+2%	+$246K	0.11%	206
2018 Q3	$15.2M	Buy	314,423 +5,291	+2%	+$255K	0.11%	214
2018 Q2	$13.9M	Sell	309,132 -282,362	-48%	-$12.7M	0.1%	219
2018 Q1	$25.3M	Sell	591,494 -4,506	-0.8%	-$193K	0.19%	124
2017 Q4	$24.7M	Sell	596,000 -7,842	-1%	-$325K	0.2%	117
2017 Q3	$23.5M	Sell	603,842 -6,502	-1%	-$253K	0.2%	114
2017 Q2	$21.9M	Buy	610,344 +4,578	+0.8%	+$165K	0.2%	119
2017 Q1	$20.8M	Sell	605,766 -7,905	-1%	-$272K	0.19%	114
2016 Q4	$19.6M	Sell	613,671 -10,054	-2%	-$321K	0.19%	112
2016 Q3	$19.8M	Sell	623,725 -6,193	-1%	-$196K	0.19%	120
2016 Q2	$19.5M	Buy	629,918 +671	+0.1%	+$20.8K	0.2%	107
2016 Q1	$19.4M	Buy	629,247 +6,745	+1%	+$208K	0.21%	92
2015 Q4	$19.5M	Sell	622,502 -271	-0%	-$8.48K	0.22%	91
2015 Q3	$18.2M	Sell	622,773 -400	-0.1%	-$11.7K	0.22%	88
2015 Q2	$19.1M	Sell	623,173 -12,344	-2%	-$379K	0.22%	104
2015 Q1	$19.2M	Buy	+635,517	New	+$19.2M	0.23%	105