FCM
PWB icon

Firestone Capital Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Firestone Capital Management’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 		$5.64M Sell
33,487
-450
-1% -$68.3K 1.05% 23
2026
Q1 		$4.27M Sell
33,937
-2
-0% -$265 0.89% 27
2025
Q4 		$4.31M Sell
33,939
-1,946
-5% -$247K 0.92% 26
2025
Q3 		$4.5M Sell
35,885
-202
-0.6% -$24.2K 0.97% 25
2025
Q2 		$4.24M Buy
+36,087
New +$3.77M 1% 24
2025
Q1 		– Sell
-36,137
Closed -$3.68M – 157
2024
Q4 		$3.68M Buy
36,137
+1
+0% +$103 0.91% 25
2024
Q3 		$3.57M Sell
36,136
-280
-0.8% -$26.4K 0.89% 25
2024
Q2 		$3.44M Hold
36,416
– – 0.94% 23
2024
Q1 		$3.25M Sell
36,416
-327
-0.9% -$27.7K 0.9% 23
2023
Q4 		$2.85M Sell
36,743
-333
-0.9% -$24K 0.88% 24
2023
Q3 		$2.51M Sell
37,076
-445
-1% -$31.3K 0.86% 24
2023
Q2 		$2.69M Buy
+37,521
New +$2.49M 0.88% 24
2022
Q4 		– Sell
-37,806
Closed -$2.15M – 124
2022
Q3 		$2.15M Hold
37,806
– – 0.88% 24
2022
Q2 		$2.22M Sell
37,806
-1,408
-4% -$89.8K 0.86% 25
2022
Q1 		$2.83M Buy
39,214
+285
+0.7% +$20.4K 0.93% 25
2021
Q4 		$3.14M Buy
+38,929
New +$3.07M 0.99% 25

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Firestone Capital Management's PWB Position: Q2 2026 in Review

Firestone Capital Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.3% in Q2 2026, selling an estimated $68.3K and leaving 33,487 shares worth $5.64M. The position accounts for 1.05% of the portfolio, ranked #23.

Firestone Capital Management first reported a position in PWB in Q4 2021 and has held it in 16 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Firestone Capital Management held 33,487 shares of Invesco Large Cap Growth ETF worth $5.64M as of Q2 2026.
  • Firestone Capital Management sold 450 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $68.3K.
  • Invesco Large Cap Growth ETF made up 1.05% of Firestone Capital Management's portfolio in Q2 2026, its #23 holding.
  • Firestone Capital Management first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.