Investors Research Corp’s Invesco Large Cap Growth ETF PWB Stock Holding History

Investors Research Corp’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	$2.2M	Buy	13,048 +45	+0.3%	+$6.83K	0.39%	36
2026 Q1	$1.64M	Buy	13,003 +581	+5%	+$76.9K	0.31%	48
2025 Q4	$1.58M	Sell	12,422 -153	-1%	-$19.4K	0.29%	55
2025 Q3	$1.58M	Buy	12,575 +623	+5%	+$74.6K	0.29%	56
2025 Q2	$1.4M	Buy	11,952 +1,124	+10%	+$118K	0.28%	65
2025 Q1	$1.04M	Buy	10,828 +795	+8%	+$82.3K	0.23%	96
2024 Q4	$1.02M	Buy	10,033 +451	+5%	+$46.4K	0.22%	94
2024 Q3	$946K	Buy	9,582 +433	+5%	+$40.8K	0.21%	111
2024 Q2	$864K	Buy	9,149 +496	+6%	+$44.3K	0.2%	116
2024 Q1	$773K	Buy	8,653 +498	+6%	+$42.2K	0.18%	142
2023 Q4	$634K	Buy	8,155 +464	+6%	+$33.5K	0.15%	173
2023 Q3	$521K	Buy	7,691 +138	+2%	+$9.72K	0.14%	195
2023 Q2	$533K	Buy	7,553 +197	+3%	+$13.1K	0.13%	201
2023 Q1	$478K	Buy	7,356 +287	+4%	+$18K	0.12%	212
2022 Q4	$422K	Buy	7,069 +870	+14%	+$52.9K	0.11%	230
2022 Q3	$353K	Buy	6,199 +1,207	+24%	+$75.8K	0.11%	232
2022 Q2	$293K	Buy	4,992 +1,297	+35%	+$82.8K	0.09%	261
2022 Q1	$267K	Buy	3,695 +1,106	+43%	+$79K	0.08%	282
2021 Q4	$209K	Buy	2,589 +666	+35%	+$52.5K	0.06%	301
2021 Q3	$142K	Buy	1,923 +524	+37%	+$40.1K	0.05%	348
2021 Q2	$104K	Buy	1,399 +688	+97%	+$48.9K	0.04%	394
2021 Q1	$48K	Buy	711 +383	+117%	+$26.3K	0.02%	524
2020 Q4	$22K	Buy	328 +151	+85%	+$9.74K	0.01%	711
2020 Q3	$11K	Buy	177 +71	+67%	+$4.23K	0.01%	810
2020 Q2	$6K	Buy	106 +21	+25%	+$1.06K	﹤0.01%	893
2020 Q1	$4K	Buy	85 +60	+240%	+$2.99K	﹤0.01%	941
2019 Q4	$1K	Buy	25 +13	+108%	+$640	﹤0.01%	1084
2019 Q3	$1K	Buy	+12	New	+$587	﹤0.01%	1091

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

Investors Research Corp's PWB Position: Q2 2026 in Review

Investors Research Corp increased its Invesco Large Cap Growth ETF (PWB) stake by 0.35% in Q2 2026, buying an estimated $6.83K and bringing the position to 13,048 shares worth $2.2M. The position accounts for 0.39% of the portfolio, ranked #36.

Investors Research Corp first reported a position in PWB in Q3 2019 and has held it in 28 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Investors Research Corp held 13,048 shares of Invesco Large Cap Growth ETF worth $2.2M as of Q2 2026.
Investors Research Corp bought 45 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $6.83K.
Invesco Large Cap Growth ETF made up 0.39% of Investors Research Corp's portfolio in Q2 2026, its #36 holding.
Investors Research Corp first reported a position in Invesco Large Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.