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 Q2	$320K	Hold	1,900	–	–	0.12%	170
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 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

Caldwell Sutter Capital's PWB Position: Q2 2026 in Review

Caldwell Sutter Capital held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,900 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #170.

Caldwell Sutter Capital first reported a position in PWB in Q4 2022 and has held it in 15 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Caldwell Sutter Capital held 1,900 shares of Invesco Large Cap Growth ETF worth $320K as of Q2 2026.
Caldwell Sutter Capital left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.12% of Caldwell Sutter Capital's portfolio in Q2 2026, its #170 holding.
Caldwell Sutter Capital first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.