AlphaCore Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-45	Closed	-$5.72K	–	1444
2025 Q4	$5.72K	Hold	45	–	–	﹤0.01%	1350
2025 Q3	$5.64K	Hold	45	–	–	﹤0.01%	1017
2025 Q2	$5.29K	Buy	+45	New	+$4.71K	﹤0.01%	995

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

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

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

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 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

AlphaCore Capital's PWB Position: Q1 2026 in Review

AlphaCore Capital sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 45 shares — an estimated $5.72K sold.

AlphaCore Capital first reported a position in PWB in Q2 2025 and held it in 3 quarters. The position peaked at $5.72K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

AlphaCore Capital reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 45 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $5.72K.
AlphaCore Capital first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 3 quarters.
AlphaCore Capital's Invesco Large Cap Growth ETF position peaked at $5.72K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.