Gateway Wealth Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Gateway Wealth Partners’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 Q2	$595K	Sell	3,533 -3,809	-52%	-$578K	0.04%	429
2026 Q1	$925K	Buy	7,342 +3,641	+98%	+$482K	0.04%	394
2025 Q4	$470K	Sell	3,701 -45	-1%	-$5.72K	0.05%	288
2025 Q3	$470K	Sell	3,746 -337	-8%	-$40.4K	0.06%	250
2025 Q2	$480K	Sell	4,083 -67	-2%	-$7.01K	0.09%	202
2025 Q1	$399K	Sell	4,150 -83	-2%	-$8.59K	0.09%	213
2024 Q4	$431K	Buy	4,233 +25	+0.6%	+$2.57K	0.11%	182
2024 Q3	$415K	Sell	4,208 -9	-0.2%	-$848	0.11%	166
2024 Q2	$398K	Buy	+4,217	New	+$377K	0.12%	168

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Gateway Wealth Partners's PWB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco Large Cap Growth ETF (PWB) stake by 52% in Q2 2026, selling an estimated $578K and leaving 3,533 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #429.

Gateway Wealth Partners first reported a position in PWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $925K in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Gateway Wealth Partners held 3,533 shares of Invesco Large Cap Growth ETF worth $595K as of Q2 2026.
Gateway Wealth Partners sold 3,809 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $578K.
Invesco Large Cap Growth ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #429 holding.
Gateway Wealth Partners first reported a position in Invesco Large Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's Invesco Large Cap Growth ETF position peaked at $925K in Q1 2026.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.