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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ethos Financial Group's PWB Position: Q1 2026 in Review

Ethos Financial Group opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 56,291 shares worth $7.09M. The stake represents 0.52% of the portfolio and ranks #53 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in PWB as recently as Q2 2025.

Ethos Financial Group first reported a position in PWB in Q1 2024 and has held it in 4 quarters since. The position peaked at $8.63M in Q2 2024. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Ethos Financial Group held 56,291 shares of Invesco Large Cap Growth ETF worth $7.09M as of Q1 2026.
  • Invesco Large Cap Growth ETF was a new Ethos Financial Group position in Q1 2026.
  • Invesco Large Cap Growth ETF made up 0.52% of Ethos Financial Group's portfolio in Q1 2026, its #53 holding.
  • Ethos Financial Group first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Ethos Financial Group's Invesco Large Cap Growth ETF position peaked at $8.63M in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.