Ken Fisher
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Ken Fisher’s Invesco Large Cap Growth ETF PWB Stock Holding History

Ken Fisher’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
2025
Q3 		– Sell
-8,877
Closed -$1.04M – 1068
2025
Q2 		$1.04M Buy
+8,877
New +$928K ﹤0.01% 690

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Ken Fisher's PWB Position: Q3 2025 in Review

Ken Fisher sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 8,877 shares — an estimated $1.04M sold.

Ken Fisher first reported a position in PWB in Q2 2025 and held it in 1 quarter. The position peaked at $1.04M in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • Ken Fisher reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ken Fisher sold 8,877 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $1.04M.
  • Ken Fisher first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Ken Fisher's Invesco Large Cap Growth ETF position peaked at $1.04M in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.