WR Wealth Planners’s Invesco Large Cap Growth ETF PWB Stock Holding History

WR Wealth Planners’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	–	Sell	-870	Closed	-$82.2K	–	1194
2024 Q2	$82.2K	Hold	870	–	–	0.03%	269
2024 Q1	$77.7K	Buy	+870	New	+$73.8K	0.02%	282
2023 Q4	–	Sell	-870	Closed	-$59K	–	686
2023 Q3	$59K	Hold	870	–	–	0.02%	302
2023 Q2	$61.4K	Hold	870	–	–	0.02%	293
2023 Q1	$56.5K	Buy	+870	New	+$54.5K	0.02%	304

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

WR Wealth Planners's PWB Position: Q3 2024 in Review

WR Wealth Planners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2024, closing a stake of 870 shares — an estimated $82.2K sold.

WR Wealth Planners first reported a position in PWB in Q1 2023 and held it in 5 quarters. The position peaked at $82.2K in Q2 2024. 167 funds tracked by Wall St. Rank hold PWB as of Q3 2024.

WR Wealth Planners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 870 Invesco Large Cap Growth ETF shares in Q3 2024, an estimated $82.2K.
WR Wealth Planners first reported a position in Invesco Large Cap Growth ETF in Q1 2023 and held it in 5 quarters.
WR Wealth Planners's Invesco Large Cap Growth ETF position peaked at $82.2K in Q2 2024.
167 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.