Cassaday & Co Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cassaday & Co 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 Q1	$145K	Buy	+1,155	New	+$153K	﹤0.01%	382

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B 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 $455M AUM 25.41% 1-Year Est. Return

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

Cassaday & Co Wealth Management's PWB Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 1,155 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Cassaday & Co Wealth Management held 1,155 shares of Invesco Large Cap Growth ETF worth $145K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #382 holding.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.