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 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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $139M AUM

Garden State Investment Advisory Services Red Bank, New Jersey $418M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return