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Founders Financial Securities’s Invesco Large Cap Growth ETF PWB Stock Holding History

Founders Financial Securities’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 		$1.51M Buy
11,083
+3,969
+56% +$525K 0.09% 223
2025
Q4 		$904K Buy
7,114
+619
+10% +$78.6K 0.05% 304
2025
Q3 		$815K Sell
6,495
-1,043
-14% -$125K 0.06% 277
2025
Q2 		$885K Buy
+7,538
New +$788K 0.07% 260
2019
Q4 		– Sell
-46,357
Closed -$2.24M – 140
2019
Q3 		$2.24M Buy
46,357
+1,998
+5% +$97.8K 0.71% 36
2019
Q2 		$2.15M Buy
44,359
+4,852
+12% +$231K 0.71% 33
2019
Q1 		$1.88M Buy
39,507
+7,704
+24% +$350K 0.59% 37
2018
Q4 		$1.32M Sell
31,803
-2,914
-8% -$129K 0.48% 36
2018
Q3 		$1.68M Buy
34,717
+2,352
+7% +$110K 0.47% 37
2018
Q2 		$1.46M Sell
32,365
-4,408
-12% -$197K 0.45% 38
2018
Q1 		$1.57M Buy
36,773
+1,627
+5% +$70.7K 0.51% 32
2017
Q4 		$1.46M Sell
35,146
-3,731
-10% -$151K 0.49% 34
2017
Q3 		$1.51M Buy
38,877
+637
+2% +$23.9K 0.54% 30
2017
Q2 		$1.38M Buy
38,240
+5,217
+16% +$185K 0.52% 34
2017
Q1 		$1.13M Sell
33,023
-60,599
-65% -$2.03M 0.43% 38
2016
Q4 		$2.99M Buy
93,622
+13,115
+16% +$414K 1.24% 21
2016
Q3 		$2.55M Buy
80,507
+5,564
+7% +$178K 1.09% 29
2016
Q2 		$2.34M Buy
74,943
+2,419
+3% +$75K 1.07% 31
2016
Q1 		$2.24M Sell
72,524
-3,766
-5% -$111K 1.05% 31
2015
Q4 		$2.39M Buy
76,290
+1,553
+2% +$48.2K 1.11% 29
2015
Q3 		$2.19M Buy
+74,737
New +$2.29M 1.08% 30

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Securities's PWB Position: Q1 2026 in Review

Founders Financial Securities increased its Invesco Large Cap Growth ETF (PWB) stake by 56% in Q1 2026, buying an estimated $525K and bringing the position to 11,083 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #223.

Founders Financial Securities first reported a position in PWB in Q3 2015 and has held it in 21 quarters since. The position peaked at $2.99M in Q4 2016. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Founders Financial Securities held 11,083 shares of Invesco Large Cap Growth ETF worth $1.51M as of Q1 2026.
  • Founders Financial Securities bought 3,969 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $525K.
  • Invesco Large Cap Growth ETF made up 0.09% of Founders Financial Securities's portfolio in Q1 2026, its #223 holding.
  • Founders Financial Securities first reported a position in Invesco Large Cap Growth ETF in Q3 2015 and has held it in 21 quarters since.
  • Founders Financial Securities's Invesco Large Cap Growth ETF position peaked at $2.99M in Q4 2016.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.