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

Darwin 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 Q1	$504K	Hold	4,000	–	–	0.16%	94
2025 Q4	$508K	Hold	4,000	–	–	0.16%	95
2025 Q3	$502K	Hold	4,000	–	–	0.16%	93
2025 Q2	$470K	Hold	4,000	–	–	0.16%	93
2025 Q1	$407K	Hold	4,000	–	–	0.14%	99
2024 Q4	$407K	Buy	+4,000	New	+$411K	0.14%	99
2020 Q2	–	Sell	-255	Closed	-$11K	–	614
2020 Q1	$11K	Buy	+255	New	+$12.7K	﹤0.01%	466

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Darwin Wealth Management's PWB Position: Q1 2026 in Review

Darwin Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 4,000 shares worth $504K. The position accounts for 0.16% of the portfolio, ranked #94.

Darwin Wealth Management first reported a position in PWB in Q1 2020 and has held it in 7 quarters since. The position peaked at $508K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Darwin Wealth Management held 4,000 shares of Invesco Large Cap Growth ETF worth $504K as of Q1 2026.
Darwin Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.16% of Darwin Wealth Management's portfolio in Q1 2026, its #94 holding.
Darwin Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2020 and has held it in 7 quarters since.
Darwin Wealth Management's Invesco Large Cap Growth ETF position peaked at $508K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.