Ethos Financial Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Ethos Financial Group’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	–	Sell	-56,291	Closed	-$7.09M	–	683
2026 Q1	$7.09M	Buy	+56,291	New	+$7.45M	0.52%	53
2025 Q3	–	Sell	-64,815	Closed	-$7.61M	–	523
2025 Q2	$7.61M	Buy	+64,815	New	+$6.78M	0.65%	44
2024 Q3	–	Sell	-91,320	Closed	-$8.63M	–	321
2024 Q2	$8.63M	Sell	91,320 -2,204	-2%	-$197K	1.52%	20
2024 Q1	$8.35M	Buy	+93,524	New	+$7.93M	1.58%	19

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $159M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Ethos Financial Group's PWB Position: Q2 2026 in Review

Ethos Financial Group sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 56,291 shares — an estimated $7.09M sold.

Ethos Financial Group first reported a position in PWB in Q1 2024 and held it in 4 quarters. The position peaked at $8.63M in Q2 2024. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Ethos Financial Group reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 56,291 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $7.09M.
Ethos Financial Group first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and held it in 4 quarters.
Ethos Financial Group's Invesco Large Cap Growth ETF position peaked at $8.63M in Q2 2024.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.