FFO
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Fortitude Family Office’s Invesco Large Cap Growth ETF PWB Stock Holding History

Fortitude Family Office’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 		$24.2K Hold
149
– – ﹤0.01% 762
2026
Q2 		$25.1K Hold
149
– – ﹤0.01% 466
2026
Q1 		$18.8K Sell
149
-168
-53% -$22.2K ﹤0.01% 447
2025
Q4 		$40.3K Buy
+317
New +$40.3K 0.01% 273

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Fortitude Family Office's PWB Position: Q3 2026 in Review

Fortitude Family Office held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 149 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Fortitude Family Office first reported a position in PWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.3K in Q4 2025. 36 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Fortitude Family Office held 149 shares of Invesco Large Cap Growth ETF worth $24.2K as of Q3 2026.
  • Fortitude Family Office left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #762 holding.
  • Fortitude Family Office first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Invesco Large Cap Growth ETF position peaked at $40.3K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.