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

Voya Financial Advisors’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
2018 Q2	–	Sell	-98,628	Closed	-$4.14M	–	573
2018 Q1	$4.14M	Sell	98,628 -4,250	-4%	-$185K	0.28%	79
2017 Q4	$4.28M	Sell	102,878 -1,581	-2%	-$64.1K	0.28%	76
2017 Q3	$4.04M	Sell	104,459 -1,223	-1%	-$45.9K	0.27%	80
2017 Q2	$3.79M	Sell	105,682 -6,362	-6%	-$225K	0.27%	79
2017 Q1	$3.85M	Sell	112,044 -7,424	-6%	-$249K	0.3%	72
2016 Q4	$3.84M	Sell	119,468 -60,841	-34%	-$1.92M	0.34%	60
2016 Q3	$5.67M	Sell	180,309 -6,431	-3%	-$205K	0.58%	39
2016 Q2	$5.77M	Buy	186,740 +10,549	+6%	+$327K	0.68%	34
2016 Q1	$5.46M	Buy	176,191 +24,435	+16%	+$722K	0.76%	30
2015 Q4	$4.8M	Buy	151,756 +114,123	+303%	+$3.54M	0.71%	35
2015 Q3	$1.08M	Buy	37,633 +24,862	+195%	+$763K	0.19%	92
2015 Q2	$390K	Buy	12,771 +801	+7%	+$24.7K	0.07%	193
2015 Q1	$370K	Buy	+11,970	New	+$358K	0.07%	214

Other funds holding PWB

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WBG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Voya Financial Advisors's PWB Position: Q2 2018 in Review

Voya Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2018, closing a stake of 98,628 shares — an estimated $4.14M sold.

Voya Financial Advisors first reported a position in PWB in Q1 2015 and held it in 13 quarters. The position peaked at $5.77M in Q2 2016. 92 funds tracked by Wall St. Rank hold PWB as of Q2 2018.

Voya Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
Voya Financial Advisors sold 98,628 Invesco Large Cap Growth ETF shares in Q2 2018, an estimated $4.14M.
Voya Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2015 and held it in 13 quarters.
Voya Financial Advisors's Invesco Large Cap Growth ETF position peaked at $5.77M in Q2 2016.
92 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2018.

Based on Voya Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.