First Command Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

First Command Advisory Services’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
2025 Q1	–	Sell	-280	Closed	-$28.5K	–	634
2024 Q4	$28.5K	Hold	280	–	–	﹤0.01%	321
2024 Q3	$27.6K	Hold	280	–	–	﹤0.01%	327
2024 Q2	$26.4K	Sell	280 -10	-3%	-$894	﹤0.01%	306
2024 Q1	$25.9K	Sell	290 -450	-61%	-$38.2K	﹤0.01%	300
2023 Q4	$57.5K	Hold	740	–	–	﹤0.01%	231
2023 Q3	$50.2K	Buy	+740	New	+$52.1K	﹤0.01%	241

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Advisory Services's PWB Position: Q1 2025 in Review

First Command Advisory Services sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2025, closing a stake of 280 shares — an estimated $28.5K sold.

First Command Advisory Services first reported a position in PWB in Q3 2023 and held it in 6 quarters. The position peaked at $57.5K in Q4 2023. 166 funds tracked by Wall St. Rank hold PWB as of Q1 2025.

First Command Advisory Services reported no remaining Invesco Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
First Command Advisory Services sold 280 Invesco Large Cap Growth ETF shares in Q1 2025, an estimated $28.5K.
First Command Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q3 2023 and held it in 6 quarters.
First Command Advisory Services's Invesco Large Cap Growth ETF position peaked at $57.5K in Q4 2023.
166 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2025.

Based on First Command Advisory Services's 13F filing for Q1 2025, filed 2 May 2025.