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 Q2	$927	Buy	+6	New	+$910	﹤0.01%	1828

Other funds holding PWB

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

JFS Wealth Advisors's PWB Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 6 shares worth $927. The stake represents ﹤0.01% of the portfolio and ranks #1828 among its holdings.

80 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

JFS Wealth Advisors held 6 shares of Invesco Large Cap Growth ETF worth $927 as of Q2 2026.
Invesco Large Cap Growth ETF was a new JFS Wealth Advisors position in Q2 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1828 holding.
80 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.