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

WFG 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
2017 Q2	$9K	Buy	245 +1	+0.4%	+$35	﹤0.01%	1178
2017 Q1	$8K	Hold	244	–	–	﹤0.01%	1129
2016 Q4	$8K	Hold	244	–	–	﹤0.01%	1174
2016 Q3	$8K	Buy	+244	New	+$7.79K	﹤0.01%	1186

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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 $44.6B AUM 28.94% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's PWB Position: Q2 2017 in Review

WFG Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 0.41% in Q2 2017, buying an estimated $35 and bringing the position to 245 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

WFG Advisors first reported a position in PWB in Q3 2016 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold PWB as of Q2 2017.

WFG Advisors held 245 shares of Invesco Large Cap Growth ETF worth $9K as of Q2 2017.
WFG Advisors bought 1 Invesco Large Cap Growth ETF share in Q2 2017, an estimated $35.
Invesco Large Cap Growth ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1178 holding.
WFG Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2016 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.