CI
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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
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

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CX Institutional's PWB Position: Q2 2026 in Review

CX Institutional held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 350 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

CX Institutional first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • CX Institutional held 350 shares of Invesco Large Cap Growth ETF worth $59K as of Q2 2026.
  • CX Institutional left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #953 holding.
  • CX Institutional first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.