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 Q2	$2.91M	Sell	17,272 -91	-0.5%	-$13.8K	0.92%	26
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 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 25.4% 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

Balanced Wealth Group's PWB Position: Q2 2026 in Review

Balanced Wealth Group reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.52% in Q2 2026, selling an estimated $13.8K and leaving 17,272 shares worth $2.91M. The position accounts for 0.92% of the portfolio, ranked #26.

Balanced Wealth Group first reported a position in PWB in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Balanced Wealth Group held 17,272 shares of Invesco Large Cap Growth ETF worth $2.91M as of Q2 2026.
Balanced Wealth Group sold 91 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $13.8K.
Invesco Large Cap Growth ETF made up 0.92% of Balanced Wealth Group's portfolio in Q2 2026, its #26 holding.
Balanced Wealth Group first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.