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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
Q2 		$195K Hold
1,155
– – ﹤0.01% 358
2026
Q1 		$145K Buy
+1,155
New +$153K ﹤0.01% 382

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Cassaday & Co Wealth Management's PWB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,155 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Cassaday & Co Wealth Management first reported a position in PWB in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,155 shares of Invesco Large Cap Growth ETF worth $195K as of Q2 2026.
  • Cassaday & Co 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.