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Grey Fox Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-477
Closed -$59.8K – 485
2025
Q3 		$59.8K Buy
+477
New +$57.2K 0.01% 243

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 $43.3B AUM 29.3% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Grey Fox Wealth Advisors's PWB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2025, closing a stake of 477 shares — an estimated $59.8K sold.

Grey Fox Wealth Advisors first reported a position in PWB in Q3 2025 and held it in 1 quarter. The position peaked at $59.8K in Q3 2025. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 477 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $59.8K.
  • Grey Fox Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $59.8K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.