BWG
PWB icon

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

Balanced Wealth Group’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
Q1 		$2.19M Sell
17,363
-79
-0.5% -$10.5K 0.78% 23
2025
Q4 		$2.19M Sell
17,442
-171
-1% -$21.7K 0.8% 22
2025
Q3 		$2.04M Buy
17,613
+171
+1% +$20.5K 0.9% 20
2025
Q2 		$2.07M Sell
17,442
-171
-1% -$17.9K 0.9% 20
2025
Q1 		$1.69M Hold
17,613
– – 0.82% 20
2024
Q4 		$1.9M Sell
17,613
-35
-0.2% -$3.6K 0.85% 20
2024
Q3 		$1.74M Sell
17,648
-104
-0.6% -$9.8K 0.77% 21
2024
Q2 		$1.68M Buy
17,752
+47
+0.3% +$4.2K 0.76% 21
2024
Q1 		$1.57M Buy
17,705
+2
+0% +$170 0.7% 23
2023
Q4 		$1.38M Buy
+17,703
New +$1.28M 0.72% 24

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $376B 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 $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $418M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return