AWM
PWB icon

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

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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. 58 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.
  • 58 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.