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Dynamic Advisor Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Dynamic Advisor Solutions’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 		$7.04M Sell
43,441
-1,753
-4% -$276K 0.2% 113
2026
Q2 		$7.61M Sell
45,194
-1,491
-3% -$226K 0.22% 108
2026
Q1 		$5.88M Sell
46,685
-1,165
-2% -$154K 0.19% 122
2025
Q4 		$6.08M Sell
47,850
-1,798
-4% -$228K 0.2% 116
2025
Q3 		$6.23M Sell
49,648
-140
-0.3% -$16.8K 0.18% 124
2025
Q2 		$5.85M Sell
49,788
-1,021
-2% -$107K 0.18% 137
2025
Q1 		$4.88M Sell
50,809
-507
-1% -$52.5K 0.16% 157
2024
Q4 		$5.22M Sell
51,316
-1,197
-2% -$123K 0.23% 109
2024
Q3 		$5.18M Sell
52,513
-1,066
-2% -$100K 0.16% 166
2024
Q2 		$5.06M Sell
53,579
-103
-0.2% -$9.21K 0.16% 160
2024
Q1 		$4.79M Sell
53,682
-173
-0.3% -$14.7K 0.16% 173
2023
Q4 		$4.09M Buy
53,855
+50,316
+1,422% +$3.63M 0.15% 185
2023
Q3 		$240K Sell
3,539
-361
-9% -$25.4K 0.01% 725
2023
Q2 		$275K Sell
3,900
-158
-4% -$10.5K 0.01% 653
2023
Q1 		$264K Buy
+4,058
New +$254K 0.02% 624
2020
Q4 		– Sell
-3,327
Closed -$206K – 712
2020
Q3 		$206K Buy
+3,327
New +$198K 0.02% 521
2019
Q4 		– Sell
-4,850
Closed -$234K – 599
2019
Q3 		$234K Sell
4,850
-170
-3% -$8.32K 0.04% 430
2019
Q2 		$243K Buy
+5,020
New +$239K 0.04% 412
2018
Q4 		– Sell
-5,110
Closed -$247K – 443
2018
Q3 		$247K Buy
+5,110
New +$240K 0.05% 337

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Dynamic Advisor Solutions's PWB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Invesco Large Cap Growth ETF (PWB) stake by 3.9% in Q3 2026, selling an estimated $276K and leaving 43,441 shares worth $7.04M. The position accounts for 0.2% of the portfolio, ranked #113.

Dynamic Advisor Solutions first reported a position in PWB in Q3 2018 and has held it in 19 quarters since. The position peaked at $7.61M in Q2 2026. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Dynamic Advisor Solutions held 43,441 shares of Invesco Large Cap Growth ETF worth $7.04M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,753 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $276K.
  • Invesco Large Cap Growth ETF made up 0.2% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #113 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Invesco Large Cap Growth ETF position peaked at $7.61M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.