FFA
PWB icon

Farther Finance Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Farther Finance Advisors’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 		$2.2M Buy
17,204
+6,213
+57% +$822K 0.02% 611
2025
Q4 		$1.4M Buy
10,991
+2,644
+32% +$336K 0.02% 733
2025
Q3 		$1.05M Buy
8,347
+6,052
+264% +$725K 0.02% 704
2025
Q2 		$270K Buy
2,295
+1,020
+80% +$107K 0.01% 1241
2025
Q1 		$124K Hold
1,275
– – ﹤0.01% 1436
2024
Q4 		$130K Hold
1,275
– – ﹤0.01% 1198
2024
Q3 		$126K Buy
1,275
+900
+240% +$84.8K ﹤0.01% 1202
2024
Q2 		$35.4K Sell
375
-42
-10% -$3.75K ﹤0.01% 1553
2024
Q1 		$37.2K Hold
417
– – ﹤0.01% 1286
2023
Q4 		$32.4K Buy
+417
New +$30.1K ﹤0.01% 1179

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