Farther Finance Advisors
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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
Q3 		$2.85M Buy
17,561
+626
+4% +$98.6K 0.02% 618
2026
Q2 		$2.85M Sell
16,935
-269
-2% -$40.8K 0.02% 592
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

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's PWB Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 3.7% in Q3 2026, buying an estimated $98.6K and bringing the position to 17,561 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #618.

Farther Finance Advisors first reported a position in PWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q2 2026. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Farther Finance Advisors held 17,561 shares of Invesco Large Cap Growth ETF worth $2.85M as of Q3 2026.
  • Farther Finance Advisors bought 626 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $98.6K.
  • Invesco Large Cap Growth ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #618 holding.
  • Farther Finance Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Invesco Large Cap Growth ETF position peaked at $2.85M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.