Tobias Financial Advisors Inc. Has $2.06 Million Stock Holdings in Invesco Large Cap Growth ETF $PWB

Tobias Financial Advisors Inc. lessened its position in Invesco Large Cap Growth ETF (NYSEARCA:PWB) by 19.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,217 shares of the company’s stock after selling 3,936 shares during the period. Tobias Financial Advisors Inc.’s holdings in Invesco Large Cap Growth ETF were worth $2,061,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in PWB. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Invesco Large Cap Growth ETF by 6,494.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 341,154 shares of the company’s stock valued at $43,364,000 after purchasing an additional 335,981 shares in the last quarter. LPL Financial LLC boosted its stake in shares of Invesco Large Cap Growth ETF by 10.6% in the 4th quarter. LPL Financial LLC now owns 1,371,487 shares of the company’s stock valued at $174,330,000 after purchasing an additional 130,950 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Invesco Large Cap Growth ETF by 100.3% in the 3rd quarter. Ameriprise Financial Inc. now owns 176,909 shares of the company’s stock valued at $22,190,000 after purchasing an additional 88,580 shares in the last quarter. Truist Financial Corp boosted its stake in shares of Invesco Large Cap Growth ETF by 85.1% in the 4th quarter. Truist Financial Corp now owns 92,445 shares of the company’s stock valued at $11,751,000 after purchasing an additional 42,514 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Invesco Large Cap Growth ETF by 25.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 126,772 shares of the company’s stock valued at $12,175,000 after purchasing an additional 26,094 shares in the last quarter.

Invesco Large Cap Growth ETF Price Performance

Invesco Large Cap Growth ETF stock opened at $160.13 on Monday. The stock has a 50-day simple moving average of $149.23 and a 200 day simple moving average of $137.30. Invesco Large Cap Growth ETF has a 12-month low of $111.09 and a 12-month high of $164.31. The stock has a market capitalization of $2.09 billion, a price-to-earnings ratio of 40.15 and a beta of 1.23.

Invesco Large Cap Growth ETF Company Profile

The Invesco Dynamic Large Cap Growth ETF (PWB) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an index that uses a multifactor selection methodology to select large-cap stocks with growth characteristics. PWB was launched on Mar 3, 2005 and is managed by Invesco.