AWM
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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
2025
Q4 		– Sell
-1,691
Closed -$212K – 154
2025
Q3 		$212K Buy
+1,691
New +$203K 0.08% 140

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Avaii Wealth Management's PWB Position: Q4 2025 in Review

Avaii Wealth Management sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2025, closing a stake of 1,691 shares — an estimated $212K sold.

Avaii Wealth Management first reported a position in PWB in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

  • Avaii Wealth Management reported no remaining Invesco Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 1,691 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $212K.
  • Avaii Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Avaii Wealth Management's Invesco Large Cap Growth ETF position peaked at $212K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

Based on Avaii Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.