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

Axxcess 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 Q2	$1.25M	Buy	7,436 +1,383	+23%	+$210K	0.02%	477
2026 Q1	$762K	Hold	6,053	–	–	0.02%	264
2025 Q4	$769K	Buy	6,053 +4,000	+195%	+$508K	0.01%	565
2025 Q3	$257K	Hold	2,053	–	–	0.01%	807
2025 Q2	$241K	Buy	+2,053	New	+$215K	0.01%	785
2025 Q1	–	Sell	-2,053	Closed	-$209K	–	916
2024 Q4	$209K	Hold	2,053	–	–	0.01%	808
2024 Q3	$203K	Buy	+2,053	New	+$193K	0.01%	841

Other funds holding PWB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Axxcess Wealth Management's PWB Position: Q2 2026 in Review

Axxcess Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 23% in Q2 2026, buying an estimated $210K and bringing the position to 7,436 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #477.

Axxcess Wealth Management first reported a position in PWB in Q3 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Axxcess Wealth Management held 7,436 shares of Invesco Large Cap Growth ETF worth $1.25M as of Q2 2026.
Axxcess Wealth Management bought 1,383 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $210K.
Invesco Large Cap Growth ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #477 holding.
Axxcess Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.