Foundations Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Foundations Investment 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 Q1	$247K	Buy	+1,959	New	+$259K	﹤0.01%	996

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's PWB Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 1,959 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Foundations Investment Advisors held 1,959 shares of Invesco Large Cap Growth ETF worth $247K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Foundations Investment Advisors position in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #996 holding.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.