Act Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Act Wealth Management’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
2026 Q2	$36.3M	Buy	215,222 +3,001	+1%	+$455K	10.65%	3
2026 Q1	$26.7M	Buy	212,221 +4,149	+2%	+$549K	8.97%	4
2025 Q4	$26.4M	Buy	208,072 +13,442	+7%	+$1.71M	8.65%	5
2025 Q3	$24.4M	Buy	+194,630	New	+$23.3M	8.56%	5

Other funds holding PWB

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $159M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

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

Act Wealth Management's PWB Position: Q2 2026 in Review

Act Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 1.4% in Q2 2026, buying an estimated $455K and bringing the position to 215,222 shares worth $36.3M. The position accounts for 10.65% of the portfolio, ranked #3.

Act Wealth Management first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Act Wealth Management held 215,222 shares of Invesco Large Cap Growth ETF worth $36.3M as of Q2 2026.
Act Wealth Management bought 3,001 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $455K.
Invesco Large Cap Growth ETF made up 10.65% of Act Wealth Management's portfolio in Q2 2026, its #3 holding.
Act Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.