Apollon Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Apollon 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	$2.04M	Sell	12,116 -279	-2%	-$42.3K	0.02%	486
2026 Q1	$1.56M	Sell	12,395 -245	-2%	-$32.4K	0.03%	448
2025 Q4	$1.61M	Sell	12,640 -1,558	-11%	-$198K	0.03%	419
2025 Q3	$1.78M	Sell	14,198 -283	-2%	-$33.9K	0.03%	411
2025 Q2	$1.7M	Sell	14,481 -87	-0.6%	-$9.1K	0.03%	400
2025 Q1	$1.4M	Sell	14,568 -962	-6%	-$99.5K	0.03%	411
2024 Q4	$1.58M	Sell	15,530 -159	-1%	-$16.4K	0.04%	390
2024 Q3	$1.55M	Sell	15,689 -61	-0.4%	-$5.75K	0.04%	366
2024 Q2	$1.49M	Hold	15,750	–	–	0.05%	355
2024 Q1	$1.41M	Buy	15,750 +366	+2%	+$31K	0.04%	368
2023 Q4	$1.2M	Buy	+15,384	New	+$1.11M	0.04%	398

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 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

Apollon Wealth Management's PWB Position: Q2 2026 in Review

Apollon Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 2.3% in Q2 2026, selling an estimated $42.3K and leaving 12,116 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #486.

Apollon Wealth Management first reported a position in PWB in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Apollon Wealth Management held 12,116 shares of Invesco Large Cap Growth ETF worth $2.04M as of Q2 2026.
Apollon Wealth Management sold 279 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $42.3K.
Invesco Large Cap Growth ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #486 holding.
Apollon Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.