GAFA
PWB icon

Garton & Associates Financial Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,410
Closed -$179K – 559
2025
Q4 		$179K Buy
+1,410
New +$179K 0.1% 151

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's PWB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 1,410 shares — an estimated $179K sold.

Garton & Associates Financial Advisors first reported a position in PWB in Q4 2025 and held it in 1 quarter. The position peaked at $179K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,410 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $179K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Large Cap Growth ETF position peaked at $179K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.