CWM
PWB icon

Cornerstone Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cornerstone Wealth Management’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 		$20.9M Buy
124,307
+19,043
+18% +$2.89M 0.9% 16
2026
Q1 		$13.3M Buy
105,264
+15,502
+17% +$2.05M 0.66% 30
2025
Q4 		$11.4M Buy
89,762
+10,079
+13% +$1.28M 0.59% 38
2025
Q3 		$9.99M Buy
79,683
+440
+0.6% +$52.7K 0.55% 40
2025
Q2 		$9.31M Buy
79,243
+4,034
+5% +$422K 0.57% 39
2025
Q1 		$7.22M Buy
75,209
+3,598
+5% +$372K 0.49% 47
2024
Q4 		$7.29M Buy
71,611
+7,624
+12% +$784K 0.49% 48
2024
Q3 		$6.31M Buy
63,987
+3,114
+5% +$293K 0.44% 51
2024
Q2 		$5.75M Buy
60,873
+2,744
+5% +$245K 0.44% 50
2024
Q1 		$5.19M Buy
58,129
+908
+2% +$77K 0.42% 53
2023
Q4 		$4.45M Buy
57,221
+5,618
+11% +$406K 0.38% 60
2023
Q3 		$3.5M Buy
51,603
+4,395
+9% +$310K 0.33% 71
2023
Q2 		$3.33M Buy
47,208
+10,388
+28% +$689K 0.3% 76
2023
Q1 		$2.39M Buy
+36,820
New +$2.31M 0.24% 101
2022
Q3 		$2.46M Buy
43,229
+6,301
+17% +$395K 0.27% 83
2022
Q2 		$2.17M Buy
36,928
+6,684
+22% +$426K 0.24% 84
2022
Q1 		$2.19M Buy
30,244
+4,485
+17% +$320K 0.21% 95
2021
Q4 		$2.09M Buy
25,759
+5,122
+25% +$403K 0.2% 116
2021
Q3 		$1.53M Buy
20,637
+6,021
+41% +$461K 0.16% 131
2021
Q2 		$1.09M Buy
14,616
+2,428
+20% +$173K 0.11% 173
2021
Q1 		$830K Buy
12,188
+1,856
+18% +$127K 0.1% 193
2020
Q4 		$698K Buy
10,332
+3,234
+46% +$209K 0.09% 197
2020
Q3 		$439K Buy
7,098
+2,449
+53% +$146K 0.07% 236
2020
Q2 		$255K Buy
+4,649
New +$234K 0.04% 303
2020
Q1 		– Sell
-4,301
Closed -$221K – 369
2019
Q4 		$221K Sell
4,301
-72
-2% -$3.54K 0.04% 317
2019
Q3 		$211K Sell
4,373
-579
-12% -$28.3K 0.04% 321
2019
Q2 		$237K Sell
4,952
-10,081
-67% -$480K 0.04% 316
2019
Q1 		$873K Sell
15,033
-1,761
-10% -$80.1K 0.11% 199
2018
Q4 		$698K Buy
+16,794
New +$746K 0.15% 144

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Cornerstone Wealth Management's PWB Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 18% in Q2 2026, buying an estimated $2.89M and bringing the position to 124,307 shares worth $20.9M. The position accounts for 0.9% of the portfolio, ranked #16.

Cornerstone Wealth Management first reported a position in PWB in Q4 2018 and has held it in 29 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Cornerstone Wealth Management held 124,307 shares of Invesco Large Cap Growth ETF worth $20.9M as of Q2 2026.
  • Cornerstone Wealth Management bought 19,043 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $2.89M.
  • Invesco Large Cap Growth ETF made up 0.9% of Cornerstone Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Cornerstone Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.