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

Institute for 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	$4.7M	Sell	27,904 -1,926	-6%	-$292K	0.42%	46
2026 Q1	$3.76M	Sell	29,830 -323	-1%	-$42.8K	0.4%	51
2025 Q4	$3.83M	Sell	30,153 -1,365	-4%	-$173K	0.41%	48
2025 Q3	$3.95M	Sell	31,518 -192	-0.6%	-$23K	0.41%	48
2025 Q2	$3.72M	Sell	31,710 -165	-0.5%	-$17.3K	0.42%	45
2025 Q1	$3.06M	Sell	31,875 -7	-0%	-$724	0.39%	49
2024 Q4	$3.24M	Sell	31,882 -819	-3%	-$84.2K	0.41%	50
2024 Q3	$3.23M	Sell	32,701 -11	-0%	-$1.04K	0.41%	44
2024 Q2	$3.09M	Sell	32,712 -405	-1%	-$36.2K	0.41%	45
2024 Q1	$2.96M	Sell	33,117 -75	-0.2%	-$6.36K	0.38%	47
2023 Q4	$2.58M	Sell	33,192 -5,298	-14%	-$382K	0.42%	47
2023 Q3	$2.61M	Sell	38,490 -84	-0.2%	-$5.92K	0.47%	43
2023 Q2	$2.72M	Hold	38,574	–	–	0.46%	48
2023 Q1	$2.51M	Hold	38,574	–	–	0.48%	45
2022 Q4	$2.3M	Sell	38,574 -412	-1%	-$25K	0.48%	44
2022 Q3	$2.22M	Sell	38,986 -175	-0.4%	-$11K	0.5%	44
2022 Q2	$2.3M	Hold	39,161	–	–	0.45%	47
2022 Q1	$2.83M	Hold	39,161	–	–	0.46%	48
2021 Q4	$3.16M	Sell	39,161 -399	-1%	-$31.4K	0.52%	37
2021 Q3	$2.93M	Sell	39,560 -130	-0.3%	-$9.95K	0.51%	39
2021 Q2	$2.96M	Hold	39,690	–	–	0.52%	39
2021 Q1	$2.7M	Sell	39,690 -1,369	-3%	-$93.9K	0.51%	43
2020 Q4	$2.77M	Sell	41,059 -2,201	-5%	-$142K	0.55%	39
2020 Q3	$2.68M	Sell	43,260 -67	-0.2%	-$3.99K	0.61%	30
2020 Q2	$2.37M	Sell	43,327 -33	-0.1%	-$1.66K	0.58%	32
2020 Q1	$1.9M	Sell	43,360 -1,383	-3%	-$68.8K	0.59%	36
2019 Q4	$2.3M	Hold	44,743	–	–	0.52%	36
2019 Q3	$2.16M	Hold	44,743	–	–	0.55%	39
2019 Q2	$2.16M	Sell	44,743 -575	-1%	-$27.4K	0.48%	45
2019 Q1	$2.15M	Hold	45,318	–	–	0.47%	47
2018 Q4	$1.88M	Buy	+45,318	New	+$2.01M	0.77%	34
2018 Q2	–	Sell	-44,593	Closed	-$1.94M	–	239
2018 Q1	$1.94M	Sell	44,593 -1,065	-2%	-$46.3K	0.57%	46
2017 Q4	$1.89M	Sell	45,658 -100	-0.2%	-$4.05K	0.44%	60
2017 Q3	$1.78M	Hold	45,758	–	–	0.58%	49
2017 Q2	$1.65M	Buy	+45,758	New	+$1.62M	0.45%	52

Other funds holding PWB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Institute for Wealth Management's PWB Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 6.5% in Q2 2026, selling an estimated $292K and leaving 27,904 shares worth $4.7M. The position accounts for 0.42% of the portfolio, ranked #46.

Institute for Wealth Management first reported a position in PWB in Q2 2017 and has held it in 35 quarters since. 90 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Institute for Wealth Management held 27,904 shares of Invesco Large Cap Growth ETF worth $4.7M as of Q2 2026.
Institute for Wealth Management sold 1,926 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $292K.
Invesco Large Cap Growth ETF made up 0.42% of Institute for Wealth Management's portfolio in Q2 2026, its #46 holding.
Institute for Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q2 2017 and has held it in 35 quarters since.
90 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.