Fiscal Wisdom Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Fiscal Wisdom Wealth 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	$1.84M	Hold	10,911	–	–	1.56%	10
2026 Q1	$1.37M	Sell	10,911 -75	-0.7%	-$9.93K	1.32%	13
2025 Q4	$1.4M	Hold	10,986	–	–	1.32%	14
2025 Q3	$1.38M	Buy	+10,986	New	+$1.32M	1.31%	15

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Fiscal Wisdom Wealth Management's PWB Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 10,911 shares worth $1.84M. The position accounts for 1.56% of the portfolio, ranked #10.

Fiscal Wisdom Wealth Management first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Fiscal Wisdom Wealth Management held 10,911 shares of Invesco Large Cap Growth ETF worth $1.84M as of Q2 2026.
Fiscal Wisdom Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 1.56% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #10 holding.
Fiscal Wisdom Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.