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Chancellor Financial Group WB’s Invesco Large Cap Growth ETF PWB Stock Holding History

Chancellor Financial Group WB’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 		$427K Buy
3,394
+31
+0.9% +$4.1K 0.3% 69
2025
Q4 		$427K Buy
3,363
+1,256
+60% +$160K 0.29% 65
2025
Q3 		$264K Buy
2,107
+1
+0% +$120 0.19% 106
2025
Q2 		$247K Hold
2,106
– – 0.19% 110
2025
Q1 		$202K Buy
2,106
+6
+0.3% +$621 0.17% 125
2024
Q4 		$214K Buy
+2,100
New +$216K 0.17% 116

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

Chancellor Financial Group WB's PWB Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Invesco Large Cap Growth ETF (PWB) stake by 0.92% in Q1 2026, buying an estimated $4.1K and bringing the position to 3,394 shares worth $427K. The position accounts for 0.3% of the portfolio, ranked #69.

Chancellor Financial Group WB first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Chancellor Financial Group WB held 3,394 shares of Invesco Large Cap Growth ETF worth $427K as of Q1 2026.
  • Chancellor Financial Group WB bought 31 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $4.1K.
  • Invesco Large Cap Growth ETF made up 0.3% of Chancellor Financial Group WB's portfolio in Q1 2026, its #69 holding.
  • Chancellor Financial Group WB first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Invesco Large Cap Growth ETF position peaked at $427K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.