Ausdal Financial Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Ausdal Financial Partners’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	$513K	Hold	4,071	–	–	0.02%	582
2025 Q4	$517K	Sell	4,071 -1	-0%	-$127	0.02%	540
2025 Q3	$511K	Hold	4,072	–	–	0.02%	555
2025 Q2	$478K	Buy	4,072 +1,110	+37%	+$116K	0.03%	437
2025 Q1	$284K	Hold	2,962	–	–	0.02%	507
2024 Q4	$301K	Buy	+2,962	New	+$305K	0.03%	451

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

Ausdal Financial Partners's PWB Position: Q1 2026 in Review

Ausdal Financial Partners held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 4,071 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #582.

Ausdal Financial Partners first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $517K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Ausdal Financial Partners held 4,071 shares of Invesco Large Cap Growth ETF worth $513K as of Q1 2026.
Ausdal Financial Partners left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #582 holding.
Ausdal Financial Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Ausdal Financial Partners's Invesco Large Cap Growth ETF position peaked at $517K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.