IFP Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.68M | Sell |
10,365
-22
| -0.2% | -$3.47K | 0.03% | 562 |
|
|
2026
Q2 | $1.75M | Buy |
+10,387
| New | +$1.58M | 0.03% | 534 |
|
|
2025
Q2 | – | Sell |
-150
| Closed | -$14.4K | – | 4999 |
|
|
2025
Q1 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 2439 |
|
|
2024
Q4 | $15.3K | Hold |
150
| – | – | ﹤0.01% | 2366 |
|
|
2024
Q3 | $14.8K | Hold |
150
| – | – | ﹤0.01% | 2277 |
|
|
2024
Q2 | $14.2K | Hold |
150
| – | – | ﹤0.01% | 2212 |
|
|
2024
Q1 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 2138 |
|
|
2023
Q4 | $11.7K | Hold |
150
| – | – | ﹤0.01% | 2137 |
|
|
2023
Q3 | $10.2K | Hold |
150
| – | – | ﹤0.01% | 2249 |
|
|
2023
Q2 | $10.6K | Hold |
150
| – | – | ﹤0.01% | 2283 |
|
|
2023
Q1 | $6.84K | Sell |
150
-102
| -40% | -$6.39K | ﹤0.01% | 2441 |
|
|
2022
Q4 | $12K | Hold |
252
| – | – | ﹤0.01% | 3281 |
|
|
2022
Q3 | $12K | Hold |
252
| – | – | ﹤0.01% | 3521 |
|
|
2022
Q2 | $12K | Hold |
252
| – | – | ﹤0.01% | 3266 |
|
|
2022
Q1 | $12K | Buy |
252
+102
| +68% | +$7.28K | ﹤0.01% | 3264 |
|
|
2021
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 2160 |
|
|
2021
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 2243 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q1 | $10K | Buy |
+150
| New | +$10.3K | ﹤0.01% | 2144 |
|
|
2019
Q4 | – | Sell |
-102
| Closed | -$5.02K | – | 3063 |
|
|
2019
Q3 | $5K | Buy |
+102
| New | +$4.99K | ﹤0.01% | 2346 |
|
|
2019
Q1 | $839K | Buy |
17,695
+15,545
| +723% | +$707K | 0.11% | 188 |
|
|
2018
Q4 | $88K | Sell |
2,150
-526
| -20% | -$23.4K | 0.01% | 1268 |
|
|
2018
Q3 | $129K | Sell |
2,676
-73
| -3% | -$3.43K | 0.01% | 1328 |
|
|
2018
Q2 | $124K | Sell |
2,749
-577
| -17% | -$25.7K | 0.01% | 1363 |
|
|
2018
Q1 | $138K | Hold |
3,326
| – | – | 0.01% | 1188 |
|
|
2017
Q4 | $138K | Sell |
3,326
-1,198
| -26% | -$48.6K | 0.01% | 1197 |
|
|
2017
Q3 | $176K | Buy |
4,524
+287
| +7% | +$10.8K | 0.01% | 1213 |
|
|
2017
Q2 | $152K | Buy |
4,237
+953
| +29% | +$33.7K | 0.01% | 1283 |
|
|
2017
Q1 | $113K | Buy |
3,284
+546
| +20% | +$18.3K | ﹤0.01% | 1419 |
|
|
2016
Q4 | $87K | Buy |
2,738
+638
| +30% | +$20.2K | ﹤0.01% | 1538 |
|
|
2016
Q3 | $67K | Hold |
2,100
| – | – | ﹤0.01% | 1626 |
|
|
2016
Q2 | $66K | Sell |
2,100
-15,595
| -88% | -$484K | ﹤0.01% | 1593 |
|
|
2016
Q1 | $839K | Buy |
17,695
+14,643
| +480% | +$433K | 0.11% | 189 |
|
|
2015
Q4 | $95K | Buy |
+3,052
| New | +$94.7K | 0.01% | 1211 |
|
Other funds holding PWB
WBG
CWM
IFP Advisors's PWB Position: Q3 2026 in Review
IFP Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.21% in Q3 2026, selling an estimated $3.47K and leaving 10,365 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #562.
IFP Advisors first reported a position in PWB in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.75M in Q2 2026. 144 funds tracked by Wall St. Rank hold PWB as of Q3 2026.
- IFP Advisors held 10,365 shares of Invesco Large Cap Growth ETF worth $1.68M as of Q3 2026.
- IFP Advisors sold 22 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $3.47K.
- Invesco Large Cap Growth ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #562 holding.
- IFP Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2015 and has held it in 34 quarters since.
- IFP Advisors's Invesco Large Cap Growth ETF position peaked at $1.75M in Q2 2026.
- 144 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.