Continuum Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-142	Closed	-$13.6K	–	1282
2025 Q1	$13.6K	Hold	142	–	–	﹤0.01%	924
2024 Q4	$14.4K	Hold	142	–	–	﹤0.01%	914
2024 Q3	$14.8K	Hold	142	–	–	﹤0.01%	904
2024 Q2	$13.4K	Hold	142	–	–	﹤0.01%	870
2024 Q1	$12.6K	Buy	+142	New	+$12K	﹤0.01%	892

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

GSIAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Continuum Advisory's PWB Position: Q2 2025 in Review

Continuum Advisory sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2025, closing a stake of 142 shares — an estimated $13.6K sold.

Continuum Advisory first reported a position in PWB in Q1 2024 and held it in 5 quarters. The position peaked at $14.8K in Q3 2024. 186 funds tracked by Wall St. Rank hold PWB as of Q2 2025.

Continuum Advisory reported no remaining Invesco Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 142 Invesco Large Cap Growth ETF shares in Q2 2025, an estimated $13.6K.
Continuum Advisory first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Invesco Large Cap Growth ETF position peaked at $14.8K in Q3 2024.
186 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.