Advisor Resource Council’s Invesco Large Cap Growth ETF PWB Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-3,512	Closed	-$412K	–	145
2025 Q2	$412K	Buy	+3,512	New	+$367K	0.16%	101
2024 Q4	–	Sell	-3,512	Closed	-$347K	–	222
2024 Q3	$347K	Buy	+3,512	New	+$331K	0.16%	157
2024 Q2	–	Sell	-3,512	Closed	-$273K	–	178
2024 Q1	$273K	Buy	+3,512	New	+$298K	0.12%	181
2023 Q4	–	Sell	-3,512	Closed	-$238K	–	517
2023 Q3	$238K	Hold	3,512	–	–	0.12%	129
2023 Q2	$248K	Hold	3,512	–	–	0.11%	132
2023 Q1	$227K	Hold	3,512	–	–	0.06%	223
2022 Q4	$210K	Hold	3,512	–	–	0.1%	150
2022 Q3	$200K	Hold	3,512	–	–	0.14%	142
2022 Q2	$206K	Hold	3,512	–	–	0.02%	478
2022 Q1	$254K	Hold	3,512	–	–	0.08%	167
2021 Q4	$284K	Sell	3,512 -365	-9%	-$28.7K	0.02%	452
2021 Q3	$287K	Hold	3,877	–	–	0.09%	174
2021 Q2	$289K	Buy	+3,877	New	+$276K	0.03%	396

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

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

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

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

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

GSIAS

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

Advisor Resource Council's PWB Position: Q3 2025 in Review

Advisor Resource Council sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 3,512 shares — an estimated $412K sold.

Advisor Resource Council first reported a position in PWB in Q2 2021 and held it in 13 quarters. The position peaked at $412K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

Advisor Resource Council reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 3,512 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $412K.
Advisor Resource Council first reported a position in Invesco Large Cap Growth ETF in Q2 2021 and held it in 13 quarters.
Advisor Resource Council's Invesco Large Cap Growth ETF position peaked at $412K in Q2 2025.
197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.