CWM
PWB icon

Centurion Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Centurion 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 		$388K Hold
2,304
– – 0.09% 190
2026
Q1 		$290K Hold
2,304
– – 0.07% 237
2025
Q4 		$293K Hold
2,304
– – 0.06% 241
2025
Q3 		$289K Hold
2,304
– – 0.07% 230
2025
Q2 		$271K Hold
2,304
– – 0.08% 188
2025
Q1 		$234K Hold
2,304
– – 0.07% 187
2024
Q4 		$234K Hold
2,304
– – 0.07% 187
2024
Q3 		$227K Buy
+2,304
New +$217K 0.07% 185
2024
Q1 		$206K Buy
+2,304
New +$195K 0.08% 180

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Centurion Wealth Management's PWB Position: Q2 2026 in Review

Centurion Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 2,304 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #190.

Centurion Wealth Management first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Centurion Wealth Management held 2,304 shares of Invesco Large Cap Growth ETF worth $388K as of Q2 2026.
  • Centurion Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.09% of Centurion Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Centurion Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.