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Vicus Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

Vicus Capital’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
2014
Q4 		– Sell
-10,162
Closed -$278K – 188
2014
Q3 		$278K Sell
10,162
-3,472
-25% -$94.8K 0.09% 111
2014
Q2 		$370K Sell
13,634
-900
-6% -$23.5K 0.12% 91
2014
Q1 		$378K Buy
14,534
+230
+2% +$5.99K 0.13% 92
2013
Q4 		$370K Hold
14,304
– – 0.14% 79
2013
Q3 		$334K Sell
14,304
-1
-0% -$23 0.15% 60
2013
Q2 		$307K Buy
+14,305
New +$308K 0.14% 55

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BTS
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Bank of America
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BUB
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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return