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WealthSource Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

WealthSource Partners’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
2022
Q1 		– Sell
-4,585
Closed -$370K – 612
2021
Q4 		$370K Buy
+4,585
New +$361K 0.03% 372

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthSource Partners's PWB Position: Q1 2022 in Review

WealthSource Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2022, closing a stake of 4,585 shares — an estimated $370K sold.

WealthSource Partners first reported a position in PWB in Q4 2021 and held it in 1 quarter. The position peaked at $370K in Q4 2021. 124 funds tracked by Wall St. Rank hold PWB as of Q1 2022.

  • WealthSource Partners reported no remaining Invesco Large Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,585 Invesco Large Cap Growth ETF shares in Q1 2022, an estimated $370K.
  • WealthSource Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • WealthSource Partners's Invesco Large Cap Growth ETF position peaked at $370K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.