VF
PWB icon

Virtu Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Virtu Financial’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
-6,926
Closed -$249K – 2497
2017
Q2 		$249K Buy
+6,926
New +$245K 0.03% 303
2016
Q2 		– Sell
-23,245
Closed -$719K – 492
2016
Q1 		$719K Hold
23,245
– – 0.1% 188
2015
Q4 		$728K Sell
23,245
-2,194
-9% -$68.1K 0.1% 184
2015
Q3 		$745K Buy
25,439
+8,573
+51% +$263K 0.1% 188
2015
Q2 		$517K Hold
16,866
– – 0.05% 206
2015
Q1 		$517K Hold
16,866
– – 0.06% 188
2014
Q4 		$493K Buy
+16,866
New +$474K 0.06% 195
2014
Q3 		– Sell
-17,897
Closed -$486K – 351
2014
Q2 		$486K Buy
+17,897
New +$467K 0.06% 201

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