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Choreo LLC’s Invesco Large Cap Growth ETF PWB Stock Holding History

Choreo LLC’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 		$292K Hold
2,320
– – ﹤0.01% 1268
2025
Q4 		$298K Hold
2,320
– – ﹤0.01% 1221
2025
Q3 		$291K Hold
2,320
– – ﹤0.01% 1250
2025
Q2 		$272K Hold
2,320
– – ﹤0.01% 1239
2025
Q1 		$223K Hold
2,320
– – ﹤0.01% 1262
2024
Q4 		$236K Hold
2,320
– – ﹤0.01% 1326
2024
Q3 		$227K Hold
2,320
– – ﹤0.01% 1391
2024
Q2 		$219K Hold
2,320
– – ﹤0.01% 1285
2024
Q1 		$207K Buy
+2,320
New +$197K 0.01% 622

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

Choreo LLC's PWB Position: Q1 2026 in Review

Choreo LLC held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 2,320 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Choreo LLC first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Choreo LLC held 2,320 shares of Invesco Large Cap Growth ETF worth $292K as of Q1 2026.
  • Choreo LLC left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1268 holding.
  • Choreo LLC first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Choreo LLC's Invesco Large Cap Growth ETF position peaked at $298K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.