HFG Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

HFG 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	$485K	Hold	3,850	–	–	0.34%	65
2025 Q4	$489K	Hold	3,850	–	–	0.35%	59
2025 Q3	$483K	Hold	3,850	–	–	0.36%	56
2025 Q2	$452K	Hold	3,850	–	–	0.36%	56
2025 Q1	$370K	Hold	3,850	–	–	0.32%	54
2024 Q4	$392K	Hold	3,850	–	–	0.34%	52
2024 Q3	$380K	Hold	3,850	–	–	0.34%	58
2024 Q2	$364K	Hold	3,850	–	–	0.34%	56
2024 Q1	$344K	Hold	3,850	–	–	0.3%	69
2023 Q4	$299K	Hold	3,850	–	–	0.29%	70
2023 Q3	$261K	Hold	3,850	–	–	0.29%	72
2023 Q2	$272K	Hold	3,850	–	–	0.29%	70
2023 Q1	$250K	Hold	3,850	–	–	0.29%	68
2022 Q4	$230K	Hold	3,850	–	–	0.27%	78
2022 Q3	$219K	Hold	3,850	–	–	0.3%	69
2022 Q2	$226K	Hold	3,850	–	–	0.31%	68
2022 Q1	$278K	Hold	3,850	–	–	0.32%	66
2021 Q4	$311K	Buy	+3,850	New	+$303K	0.35%	61

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CFWMA

Center for Wealth Management Advisory Milford, Ohio $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFG Advisors's PWB Position: Q1 2026 in Review

HFG Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 3,850 shares worth $485K. The position accounts for 0.34% of the portfolio, ranked #65.

HFG Advisors first reported a position in PWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $489K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

HFG Advisors held 3,850 shares of Invesco Large Cap Growth ETF worth $485K as of Q1 2026.
HFG Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.34% of HFG Advisors's portfolio in Q1 2026, its #65 holding.
HFG Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
HFG Advisors's Invesco Large Cap Growth ETF position peaked at $489K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.