EverSource Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$358K	Hold	2,843	–	–	0.01%	759
2025 Q4	$361K	Sell	2,843 -150	-5%	-$19.1K	0.01%	673
2025 Q3	$375K	Hold	2,993	–	–	0.01%	613
2025 Q2	$351K	Hold	2,993	–	–	0.02%	592
2025 Q1	$287K	Hold	2,993	–	–	0.02%	541
2024 Q4	$305K	Sell	2,993 -230	-7%	-$23.7K	0.02%	501
2024 Q3	$318K	Sell	3,223 -150	-4%	-$14.1K	0.02%	432
2024 Q2	$312K	Hold	3,373	–	–	0.02%	427
2024 Q1	$287K	Sell	3,373 -25	-0.7%	-$2.12K	0.02%	387
2023 Q4	$264K	Sell	3,398 -137	-4%	-$9.89K	0.02%	371
2023 Q3	$240K	Hold	3,535	–	–	0.03%	359
2023 Q2	$250K	Hold	3,535	–	–	0.03%	350
2023 Q1	$230K	Buy	3,535 +335	+10%	+$21K	0.03%	350
2022 Q4	$191K	Buy	+3,200	New	+$194K	0.03%	358