Horizon Family Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Horizon Family Wealth’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	$307K	Hold	2,437	–	–	0.16%	78
2025 Q4	$310K	Sell	2,437 -128	-5%	-$16.3K	0.17%	73
2025 Q3	$322K	Buy	+2,565	New	+$307K	0.18%	67
2025 Q1	–	Sell	-3,223	Closed	-$328K	–	82
2024 Q4	$328K	Sell	3,223 -299	-8%	-$30.8K	0.22%	62
2024 Q3	$348K	Hold	3,522	–	–	0.25%	55
2024 Q2	$333K	Hold	3,522	–	–	0.25%	52
2024 Q1	$314K	Buy	3,522 +359	+11%	+$30.4K	0.24%	56
2023 Q4	$246K	Buy	3,163 +5	+0.2%	+$361	0.21%	59
2023 Q3	$214K	Sell	3,158 -29,656	-90%	-$2.09M	0.21%	60
2023 Q2	$2.32M	Sell	32,814 -1,267	-4%	-$84K	2.22%	10
2023 Q1	$2.21M	Sell	34,081 -153	-0.4%	-$9.59K	2.35%	11
2022 Q4	$2.05M	Buy	34,234 +2,499	+8%	+$152K	2.36%	11
2022 Q3	$1.81M	Buy	31,735 +4,888	+18%	+$307K	2.21%	14
2022 Q2	$1.57M	Buy	26,847 +342	+1%	+$21.8K	1.83%	15
2022 Q1	$1.92M	Buy	26,505 +3,904	+17%	+$279K	1.9%	14
2021 Q4	$1.82M	Buy	+22,601	New	+$1.78M	1.86%	14

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 $44.6B AUM 28.94% 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

Horizon Family Wealth's PWB Position: Q1 2026 in Review

Horizon Family Wealth held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 2,437 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #78.

Horizon Family Wealth first reported a position in PWB in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.32M in Q2 2023. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Horizon Family Wealth held 2,437 shares of Invesco Large Cap Growth ETF worth $307K as of Q1 2026.
Horizon Family Wealth left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.16% of Horizon Family Wealth's portfolio in Q1 2026, its #78 holding.
Horizon Family Wealth first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Horizon Family Wealth's Invesco Large Cap Growth ETF position peaked at $2.32M in Q2 2023.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.