BHWM
PWB icon

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

Beaird Harris 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 		$24.8K Hold
147
– – ﹤0.01% 321
2026
Q1 		$18.5K Sell
147
-215
-59% -$28.5K ﹤0.01% 320
2025
Q4 		$46K Hold
362
– – ﹤0.01% 259
2025
Q3 		$45.4K Buy
+362
New +$43.4K ﹤0.01% 255
2022
Q4 		– Sell
-711
Closed -$40K – 762
2022
Q3 		$40K Hold
711
– – 0.01% 177
2022
Q2 		$42K Hold
711
– – 0.01% 147
2022
Q1 		$51K Hold
711
– – 0.02% 188
2021
Q4 		$57K Buy
+711
New +$56K 0.02% 222

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beaird Harris Wealth Management's PWB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 147 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Beaird Harris Wealth Management first reported a position in PWB in Q4 2021 and has held it in 8 quarters since. The position peaked at $57K in Q4 2021. 34 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Beaird Harris Wealth Management held 147 shares of Invesco Large Cap Growth ETF worth $24.8K as of Q2 2026.
  • Beaird Harris Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Beaird Harris Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
  • Beaird Harris Wealth Management's Invesco Large Cap Growth ETF position peaked at $57K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.