Center for Wealth Management Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

Center for Wealth Management Advisory’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	$34.4M	Sell	204,459 -5,491	-3%	-$833K	21.62%	1
2026 Q1	$26.4M	Sell	209,950 -587	-0.3%	-$77.7K	19.04%	1
2025 Q4	$26.8M	Buy	+210,537	New	+$26.7M	19.72%	1

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

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Center for Wealth Management Advisory's PWB Position: Q2 2026 in Review

Center for Wealth Management Advisory reduced its Invesco Large Cap Growth ETF (PWB) stake by 2.6% in Q2 2026, selling an estimated $833K and leaving 204,459 shares worth $34.4M. The position accounts for 21.62% of the portfolio, ranked #1.

Center for Wealth Management Advisory first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Center for Wealth Management Advisory held 204,459 shares of Invesco Large Cap Growth ETF worth $34.4M as of Q2 2026.
Center for Wealth Management Advisory sold 5,491 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $833K.
Invesco Large Cap Growth ETF made up 21.62% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #1 holding.
Center for Wealth Management Advisory first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.