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

Balance Wealth’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	$272K	Sell	1,617 -9	-0.6%	-$1.37K	0.07%	137
2026 Q1	$205K	Buy	+1,626	New	+$215K	0.06%	146

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $159M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Balance Wealth's PWB Position: Q2 2026 in Review

Balance Wealth reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.55% in Q2 2026, selling an estimated $1.37K and leaving 1,617 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #137.

Balance Wealth first reported a position in PWB in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Balance Wealth held 1,617 shares of Invesco Large Cap Growth ETF worth $272K as of Q2 2026.
Balance Wealth sold 9 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $1.37K.
Invesco Large Cap Growth ETF made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #137 holding.
Balance Wealth first reported a position in Invesco Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.