Bristlecone Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bristlecone Advisors’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
2025 Q3	–	Sell	-1,090	Closed	-$128K	–	280
2025 Q2	$128K	Hold	1,090	–	–	0.01%	230
2025 Q1	$105K	Sell	1,090 -200	-16%	-$20.7K	0.01%	291
2024 Q4	$131K	Hold	1,290	–	–	0.01%	285
2024 Q3	$127K	Hold	1,290	–	–	0.01%	292
2024 Q2	$122K	Buy	+1,290	New	+$115K	0.01%	287
2023 Q2	–	Sell	-1,337	Closed	-$86.9K	–	317
2023 Q1	$86.9K	Buy	+1,337	New	+$83.8K	0.01%	283
2022 Q1	–	Sell	-2,727	Closed	-$220K	–	236
2021 Q4	$220K	Hold	2,727	–	–	0.03%	220
2021 Q3	$202K	Hold	2,727	–	–	0.03%	215
2021 Q2	$203K	Buy	+2,727	New	+$194K	0.03%	212
2020 Q4	–	Sell	-2,612	Closed	-$162K	–	206
2020 Q3	$162K	Buy	+2,612	New	+$156K	0.03%	179

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Bristlecone Advisors's PWB Position: Q3 2025 in Review

Bristlecone Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 1,090 shares — an estimated $128K sold.

Bristlecone Advisors first reported a position in PWB in Q3 2020 and held it in 10 quarters. The position peaked at $220K in Q4 2021. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

Bristlecone Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,090 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $128K.
Bristlecone Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2020 and held it in 10 quarters.
Bristlecone Advisors's Invesco Large Cap Growth ETF position peaked at $220K in Q4 2021.
197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.