AssetMark Inc
PWB icon

AssetMark Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

AssetMark Inc’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
Q3 		$185K Buy
1,138
+85
+8% +$13.4K ﹤0.01% 1486
2026
Q2 		$177K Buy
1,053
+16
+2% +$2.43K ﹤0.01% 1475
2026
Q1 		$131K Buy
1,037
+547
+112% +$72.4K ﹤0.01% 1456
2025
Q4 		$62.3K Buy
490
+486
+12,150% +$61.7K ﹤0.01% 1640
2025
Q3 		$502 Hold
4
– – ﹤0.01% 2930
2025
Q2 		$470 Buy
+4
New +$418 ﹤0.01% 2753

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

AssetMark Inc's PWB Position: Q3 2026 in Review

AssetMark Inc increased its Invesco Large Cap Growth ETF (PWB) stake by 8.1% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,138 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

AssetMark Inc first reported a position in PWB in Q2 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • AssetMark Inc held 1,138 shares of Invesco Large Cap Growth ETF worth $185K as of Q3 2026.
  • AssetMark Inc bought 85 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $13.4K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1486 holding.
  • AssetMark Inc first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.