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AmeriFlex Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

AmeriFlex Group’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
-24
Closed -$2.77K – 1291
2025
Q2 		$2.77K Buy
+24
New +$2.51K ﹤0.01% 916

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

AmeriFlex Group's PWB Position: Q3 2025 in Review

AmeriFlex Group sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 24 shares — an estimated $2.77K sold.

AmeriFlex Group first reported a position in PWB in Q2 2025 and held it in 1 quarter. The position peaked at $2.77K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • AmeriFlex Group reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 24 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $2.77K.
  • AmeriFlex Group first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • AmeriFlex Group's Invesco Large Cap Growth ETF position peaked at $2.77K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.