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 Q2	$632K	Buy	3,749 +355	+10%	+$53.9K	0.39%	54
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 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

CFWMA

Center for Wealth Management Advisory Milford, Ohio $159M AUM

GSIAS

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

Chancellor Financial Group WB's PWB Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Invesco Large Cap Growth ETF (PWB) stake by 10% in Q2 2026, buying an estimated $53.9K and bringing the position to 3,749 shares worth $632K. The position accounts for 0.39% of the portfolio, ranked #54.

Chancellor Financial Group WB first reported a position in PWB in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Chancellor Financial Group WB held 3,749 shares of Invesco Large Cap Growth ETF worth $632K as of Q2 2026.
Chancellor Financial Group WB bought 355 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $53.9K.
Invesco Large Cap Growth ETF made up 0.39% of Chancellor Financial Group WB's portfolio in Q2 2026, its #54 holding.
Chancellor Financial Group WB first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.