Welch Financial Planning LLC Makes New Investment in Invesco Large Cap Growth ETF $PWB

Welch Financial Planning LLC acquired a new stake in Invesco Large Cap Growth ETF (NYSEARCA:PWB) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 65,111 shares of the company’s stock, valued at approximately $10,558,000. Invesco Large Cap Growth ETF accounts for approximately 5.9% of Welch Financial Planning LLC’s holdings, making the stock its 4th biggest holding. Welch Financial Planning LLC owned about 0.38% of Invesco Large Cap Growth ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Sunbelt Securities Inc. purchased a new stake in shares of Invesco Large Cap Growth ETF in the first quarter valued at about $53,000. Jacobi Capital Management LLC purchased a new position in Invesco Large Cap Growth ETF during the third quarter worth about $55,000. CX Institutional purchased a new position in Invesco Large Cap Growth ETF during the third quarter worth about $57,000. GoalVest Advisory LLC acquired a new stake in Invesco Large Cap Growth ETF in the third quarter valued at about $67,000. Finally, BOKF NA acquired a new stake in Invesco Large Cap Growth ETF in the third quarter valued at about $81,000.

Invesco Large Cap Growth ETF Trading Down 0.4%

Shares of PWB opened at $147.31 on Friday. Invesco Large Cap Growth ETF has a twelve month low of $118.50 and a twelve month high of $169.01. The stock’s 50 day moving average is $155.34 and its two-hundred day moving average is $149.59. The firm has a market capitalization of $2.54 billion, a PE ratio of 31.03 and a beta of 1.24.

Invesco Large Cap Growth ETF 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.