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

JPL 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	$5.86M	Sell	34,763 -593	-2%	-$90K	1.16%	27
2026 Q1	$4.45M	Sell	35,356 -676	-2%	-$89.5K	1.02%	35
2025 Q4	$4.58M	Sell	36,032 -2,682	-7%	-$341K	1.12%	35
2025 Q3	$4.86M	Sell	38,714 -802	-2%	-$96.1K	1.15%	28
2025 Q2	$4.64M	Sell	39,516 -16	-0%	-$1.67K	1.25%	27
2025 Q1	$3.8M	Buy	39,532 +337	+0.9%	+$34.9K	1.08%	37
2024 Q4	$3.99M	Buy	+39,195	New	+$4.03M	1.14%	30
2024 Q2	$2.62M	Buy	27,731 +559	+2%	+$50K	1.28%	31
2024 Q1	$2.43M	Buy	27,172 +4,698	+21%	+$398K	1.34%	26
2023 Q4	$1.75M	Buy	+22,474	New	+$1.62M	1.26%	26

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

JPL Wealth Management's PWB Position: Q2 2026 in Review

JPL Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.7% in Q2 2026, selling an estimated $90K and leaving 34,763 shares worth $5.86M. The position accounts for 1.16% of the portfolio, ranked #27.

JPL Wealth Management first reported a position in PWB in Q4 2023 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

JPL Wealth Management held 34,763 shares of Invesco Large Cap Growth ETF worth $5.86M as of Q2 2026.
JPL Wealth Management sold 593 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $90K.
Invesco Large Cap Growth ETF made up 1.16% of JPL Wealth Management's portfolio in Q2 2026, its #27 holding.
JPL Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.