Founders Financial Securities
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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
Q3 		$3.83M Sell
23,621
-266
-1% -$41.9K 0.19% 114
2026
Q2 		$4.02M Buy
23,887
+12,804
+116% +$1.94M 0.21% 92
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 $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Founders Financial Securities's PWB Position: Q3 2026 in Review

Founders Financial Securities reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.1% in Q3 2026, selling an estimated $41.9K and leaving 23,621 shares worth $3.83M. The position accounts for 0.19% of the portfolio, ranked #114.

Founders Financial Securities first reported a position in PWB in Q3 2015 and has held it in 23 quarters since. The position peaked at $4.02M in Q2 2026. 134 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Founders Financial Securities held 23,621 shares of Invesco Large Cap Growth ETF worth $3.83M as of Q3 2026.
  • Founders Financial Securities sold 266 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $41.9K.
  • Invesco Large Cap Growth ETF made up 0.19% of Founders Financial Securities's portfolio in Q3 2026, its #114 holding.
  • Founders Financial Securities first reported a position in Invesco Large Cap Growth ETF in Q3 2015 and has held it in 23 quarters since.
  • Founders Financial Securities's Invesco Large Cap Growth ETF position peaked at $4.02M in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.