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Intrua Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Intrua Financial’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 		$289K Hold
1,715
– – 0.03% 401
2026
Q1 		$216K Hold
1,715
– – 0.02% 430
2025
Q4 		$218K Buy
+1,715
New +$218K 0.02% 438

Other funds holding PWB

Cambridge Investment Research Advisors
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
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
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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

Intrua Financial's PWB Position: Q2 2026 in Review

Intrua Financial held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,715 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #401.

Intrua Financial first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Intrua Financial held 1,715 shares of Invesco Large Cap Growth ETF worth $289K as of Q2 2026.
  • Intrua Financial left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #401 holding.
  • Intrua Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.