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Centaurus Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Centaurus Financial’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 		$186K Hold
1,477
– – 0.01% 837
2025
Q4 		$188K Sell
1,477
-51
-3% -$6.48K 0.01% 826
2025
Q3 		$192K Sell
1,528
-42
-3% -$5.03K 0.01% 803
2025
Q2 		$184K Sell
1,570
-48
-3% -$5.02K 0.01% 748
2025
Q1 		$155K Hold
1,618
– – 0.01% 756
2024
Q4 		$165K Sell
1,618
-48
-3% -$4.94K 0.01% 718
2024
Q3 		$164K Sell
1,666
-52
-3% -$4.9K 0.01% 693
2024
Q2 		$162K Buy
+1,718
New +$154K 0.01% 658
2024
Q1 		– Sell
-1,966
Closed -$153K – 840
2023
Q4 		$153K Hold
1,966
– – 0.01% 653
2023
Q3 		$133K Sell
1,966
-58
-3% -$4.09K 0.01% 664
2023
Q2 		$143K Hold
2,024
– – 0.01% 645
2023
Q1 		$132K Hold
2,024
– – 0.01% 774
2022
Q4 		$121K Hold
2,024
– – 0.01% 733
2022
Q3 		$115K Hold
2,024
– – 0.01% 766
2022
Q2 		$119K Hold
2,024
– – 0.01% 754
2022
Q1 		$146K Hold
2,024
– – 0.01% 758
2021
Q4 		$163K Sell
2,024
-40
-2% -$3.15K 0.01% 739
2021
Q3 		$153K Hold
2,064
– – 0.01% 730
2021
Q2 		$154K Hold
2,064
– – 0.01% 740
2021
Q1 		$140K Hold
2,064
– – 0.01% 691
2020
Q4 		$139K Sell
2,064
-1,464
-41% -$94.4K 0.01% 649
2020
Q3 		$218K Buy
3,528
+1
+0% +$60 0.03% 432
2020
Q2 		$193K Buy
3,527
+1
+0% +$50 0.03% 435
2020
Q1 		$154K Buy
3,526
+1,462
+71% +$72.8K 0.03% 400
2019
Q4 		$106K Buy
+2,064
New +$102K 0.01% 606

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B 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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centaurus Financial's PWB Position: Q1 2026 in Review

Centaurus Financial held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 1,477 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #837.

Centaurus Financial first reported a position in PWB in Q4 2019 and has held it in 25 quarters since. The position peaked at $218K in Q3 2020. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Centaurus Financial held 1,477 shares of Invesco Large Cap Growth ETF worth $186K as of Q1 2026.
  • Centaurus Financial left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
  • Invesco Large Cap Growth ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #837 holding.
  • Centaurus Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Centaurus Financial's Invesco Large Cap Growth ETF position peaked at $218K in Q3 2020.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.