Concurrent Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Concurrent Investment Advisors’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	$1.21M	Buy	7,201 +225	+3%	+$34.1K	0.01%	922
2026 Q1	$878K	Buy	6,976 +560	+9%	+$74.1K	0.01%	928
2025 Q4	$816K	Buy	6,416 +70	+1%	+$8.89K	0.01%	925
2025 Q3	$796K	Buy	6,346 +76	+1%	+$9.11K	0.01%	734
2025 Q2	$736K	Hold	6,270	–	–	0.01%	701
2025 Q1	$602K	Hold	6,270	–	–	0.01%	691
2024 Q4	$638K	Sell	6,270 -7	-0.1%	-$720	0.02%	607
2024 Q3	$619K	Buy	+6,277	New	+$591K	0.02%	572

Other funds holding PWB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Concurrent Investment Advisors's PWB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 3.2% in Q2 2026, buying an estimated $34.1K and bringing the position to 7,201 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #922.

Concurrent Investment Advisors first reported a position in PWB in Q3 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Concurrent Investment Advisors held 7,201 shares of Invesco Large Cap Growth ETF worth $1.21M as of Q2 2026.
Concurrent Investment Advisors bought 225 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $34.1K.
Invesco Large Cap Growth ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #922 holding.
Concurrent Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
90 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.