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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apollon Wealth Management's PWB Position: Q1 2026 in Review

Apollon Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.9% in Q1 2026, selling an estimated $32.4K and leaving 12,395 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #448.

Apollon Wealth Management first reported a position in PWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Apollon Wealth Management held 12,395 shares of Invesco Large Cap Growth ETF worth $1.56M as of Q1 2026.
Apollon Wealth Management sold 245 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $32.4K.
Invesco Large Cap Growth ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #448 holding.
Apollon Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Apollon Wealth Management's Invesco Large Cap Growth ETF position peaked at $1.78M in Q3 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.