DAS
PWB icon

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
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 25.4% 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
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return