Act Wealth Management
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
Q3 		$31.8M Sell
195,922
-19,300
-9% -$3.04M 9.34% 4
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

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Act Wealth Management's PWB Position: Q3 2026 in Review

Act Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 9% in Q3 2026, selling an estimated $3.04M and leaving 195,922 shares worth $31.8M. The position accounts for 9.34% of the portfolio, ranked #4.

Act Wealth Management first reported a position in PWB in Q3 2025 and has held it in 5 quarters since. The position peaked at $36.3M in Q2 2026. 55 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Act Wealth Management held 195,922 shares of Invesco Large Cap Growth ETF worth $31.8M as of Q3 2026.
  • Act Wealth Management sold 19,300 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $3.04M.
  • Invesco Large Cap Growth ETF made up 9.34% of Act Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Act Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Act Wealth Management's Invesco Large Cap Growth ETF position peaked at $36.3M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.