Harmony Asset Management
PWB icon

Harmony Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Harmony Asset Management’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 		$1.09M Buy
6,739
+182
+3% +$28.7K 0.27% 74
2026
Q2 		$1.1M Buy
6,557
+86
+1% +$13K 0.3% 85
2026
Q1 		$815K Buy
6,471
+132
+2% +$17.5K 0.25% 94
2025
Q4 		$806K Buy
6,339
+41
+0.7% +$5.21K 0.27% 88
2025
Q3 		$790K Sell
6,298
-548
-8% -$65.7K 0.27% 89
2025
Q2 		$804K Sell
6,846
-133
-2% -$13.9K 0.3% 83
2025
Q1 		$670K Sell
6,979
-8
-0.1% -$828 0.28% 89
2024
Q4 		$711K Sell
6,987
-60
-0.9% -$6.17K 0.28% 83
2024
Q3 		$695K Buy
7,047
+82
+1% +$7.72K 0.26% 82
2024
Q2 		$658K Buy
6,965
+7
+0.1% +$626 0.28% 77
2024
Q1 		$621K Buy
6,958
+1,026
+17% +$87K 0.26% 82
2023
Q4 		$461K Buy
+5,932
New +$428K 0.19% 87

Other funds holding PWB

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Harmony Asset Management's PWB Position: Q3 2026 in Review

Harmony Asset Management increased its Invesco Large Cap Growth ETF (PWB) stake by 2.8% in Q3 2026, buying an estimated $28.7K and bringing the position to 6,739 shares worth $1.09M. The position accounts for 0.27% of the portfolio, ranked #74.

Harmony Asset Management first reported a position in PWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2026. 55 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Harmony Asset Management held 6,739 shares of Invesco Large Cap Growth ETF worth $1.09M as of Q3 2026.
  • Harmony Asset Management bought 182 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $28.7K.
  • Invesco Large Cap Growth ETF made up 0.27% of Harmony Asset Management's portfolio in Q3 2026, its #74 holding.
  • Harmony Asset Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's Invesco Large Cap Growth ETF position peaked at $1.1M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.