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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
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
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
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Center for Wealth Management Advisory's PWB Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.28% in Q1 2026, selling an estimated $77.7K and leaving 209,950 shares worth $26.4M. The position accounts for 19.04% of the portfolio, ranked #1.

Center for Wealth Management Advisory first reported a position in PWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.8M in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Center for Wealth Management Advisory held 209,950 shares of Invesco Large Cap Growth ETF worth $26.4M as of Q1 2026.
  • Center for Wealth Management Advisory sold 587 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $77.7K.
  • Invesco Large Cap Growth ETF made up 19.04% of Center for Wealth Management Advisory's portfolio in Q1 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 2 quarters since.
  • Center for Wealth Management Advisory's Invesco Large Cap Growth ETF position peaked at $26.8M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.