AWM
PWB icon

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

Avaii 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
Q3 		$249K Hold
1,504
– – 0.07% 155
2026
Q2 		$253K Buy
+1,504
New +$228K 0.07% 152
2025
Q4 		– Sell
-1,691
Closed -$212K – 154
2025
Q3 		$212K Buy
+1,691
New +$203K 0.08% 140

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Avaii Wealth Management's PWB Position: Q3 2026 in Review

Avaii Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 1,504 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #155.

Avaii Wealth Management first reported a position in PWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q2 2026. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Avaii Wealth Management held 1,504 shares of Invesco Large Cap Growth ETF worth $249K as of Q3 2026.
  • Avaii Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Avaii Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Avaii Wealth Management's Invesco Large Cap Growth ETF position peaked at $253K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.