CSC
PWB icon

Caldwell Sutter Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

Caldwell Sutter Capital’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 		$239K Hold
1,900
– – 0.1% 194
2025
Q4 		$242K Hold
1,900
– – 0.1% 188
2025
Q3 		$238K Hold
1,900
– – 0.1% 185
2025
Q2 		$223K Hold
1,900
– – 0.1% 185
2025
Q1 		$182K Hold
1,900
– – 0.09% 211
2024
Q4 		$193K Hold
1,900
– – 0.09% 204
2024
Q3 		$187K Hold
1,900
– – 0.09% 213
2024
Q2 		$179K Hold
1,900
– – 0.09% 209
2024
Q1 		$170K Hold
1,900
– – 0.08% 220
2023
Q4 		$148K Hold
1,900
– – 0.08% 227
2023
Q3 		$129K Hold
1,900
– – 0.07% 225
2023
Q2 		$134K Hold
1,900
– – 0.07% 221
2023
Q1 		$123K Hold
1,900
– – 0.09% 170
2022
Q4 		$114K Buy
+1,900
New +$115K 0.1% 136

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