CX Institutional
PWB icon

CX Institutional’s Invesco Large Cap Growth ETF PWB Stock Holding History

CX Institutional’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
Q3 		$57K Hold
350
– – ﹤0.01% 992
2026
Q2 		$59K Hold
350
– – ﹤0.01% 953
2026
Q1 		$44K Hold
350
– – ﹤0.01% 995
2025
Q4 		$44K Hold
350
– – ﹤0.01% 993
2025
Q3 		$44K Buy
+350
New +$41.9K ﹤0.01% 963

Other funds holding PWB

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CX Institutional's PWB Position: Q3 2026 in Review

CX Institutional held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 350 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

CX Institutional first reported a position in PWB in Q3 2025 and has held it in 5 quarters since. The position peaked at $59K in Q2 2026. 55 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • CX Institutional held 350 shares of Invesco Large Cap Growth ETF worth $57K as of Q3 2026.
  • CX Institutional left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #992 holding.
  • CX Institutional first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco Large Cap Growth ETF position peaked at $59K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.