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

Horizon Wealth 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 Q2	$299K	Hold	1,775	–	–	0.04%	122
2026 Q1	$224K	Hold	1,775	–	–	0.03%	125
2025 Q4	$226K	Hold	1,775	–	–	0.04%	119
2025 Q3	$223K	Hold	1,775	–	–	0.03%	118
2025 Q2	$208K	Buy	+1,775	New	+$186K	0.04%	103

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

Horizon Wealth Management's PWB Position: Q2 2026 in Review

Horizon Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,775 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #122.

Horizon Wealth Management first reported a position in PWB in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Horizon Wealth Management held 1,775 shares of Invesco Large Cap Growth ETF worth $299K as of Q2 2026.
Horizon Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.04% of Horizon Wealth Management's portfolio in Q2 2026, its #122 holding.
Horizon Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.