BW
PWB icon

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

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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. 63 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.
  • 63 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.