JFS Wealth Advisors
PWB icon

JFS Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

JFS Wealth Advisors’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
Q3 		$892 Hold
6
– – ﹤0.01% 1807
2026
Q2 		$927 Buy
+6
New +$910 ﹤0.01% 1828

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

JFS Wealth Advisors's PWB Position: Q3 2026 in Review

JFS Wealth Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 6 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

JFS Wealth Advisors first reported a position in PWB in Q2 2026 and has held it in 2 quarters since. The position peaked at $927 in Q2 2026. 129 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • JFS Wealth Advisors held 6 shares of Invesco Large Cap Growth ETF worth $892 as of Q3 2026.
  • JFS Wealth Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1807 holding.
  • JFS Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $927 in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.