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

VitalStone 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
2024 Q3	$7.4K	Hold	75	–	–	0.01%	297
2024 Q2	$7.08K	Hold	75	–	–	0.01%	300
2024 Q1	$7K	Hold	75	–	–	0.01%	320
2023 Q4	$6K	Hold	75	–	–	﹤0.01%	326
2023 Q3	$5K	Hold	75	–	–	﹤0.01%	310
2023 Q2	$5K	Hold	75	–	–	﹤0.01%	723
2023 Q1	$6K	Hold	75	–	–	﹤0.01%	236
2022 Q4	$4K	Buy	+75	New	+$4.56K	﹤0.01%	421

Other funds holding PWB

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VitalStone Financial's PWB Position: Q3 2024 in Review

VitalStone Financial held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2024 at 75 shares worth $7.4K. The position accounts for 0.01% of the portfolio, ranked #297.

VitalStone Financial first reported a position in PWB in Q4 2022 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold PWB as of Q3 2024.

VitalStone Financial held 75 shares of Invesco Large Cap Growth ETF worth $7.4K as of Q3 2024.
VitalStone Financial left its Invesco Large Cap Growth ETF share count unchanged in Q3 2024.
Invesco Large Cap Growth ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #297 holding.
VitalStone Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.