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KFI
Key Financial Inc’s
Invesco Large Cap Growth ETF
PWB
Stock Holding History
Key Financial Inc’s Portfolio
PWB Stock Details
PWB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$187K
Hold
1,485
–
–
0.03%
300
2025
Q4
$189K
Hold
1,485
–
–
0.03%
296
2025
Q3
$187K
Hold
1,485
–
–
0.03%
301
2025
Q2
$174K
Hold
1,485
–
–
0.04%
294
2025
Q1
$143K
Hold
1,485
–
–
0.03%
309
2024
Q4
$151K
Hold
1,485
–
–
0.03%
294
2024
Q3
$147K
Hold
1,485
–
–
0.03%
287
2024
Q2
$140K
Hold
1,485
–
–
0.03%
280
2024
Q1
$133K
Hold
1,485
–
–
0.03%
270
2023
Q4
$115K
Hold
1,485
–
–
0.03%
284
2023
Q3
$101K
Hold
1,485
–
–
0.03%
287
2023
Q2
$105K
Hold
1,485
–
–
0.03%
282
2023
Q1
$96.5K
Buy
1,485
+1,200
+421%
+$75.2K
0.04%
287
2022
Q4
$16.2K
Hold
285
–
–
0.01%
530
2022
Q3
$16K
Hold
285
–
–
0.01%
542
2022
Q2
$17K
Buy
+285
New
+$18.2K
0.01%
535
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
AWM
Act Wealth Management
Plano, Texas
$340M AUM
25.4%
1-Year Est. Return
CFWMA
Center for Wealth Management Advisory
Milford, Ohio
$139M AUM
GSIAS
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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