KWM
PWB icon

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

Kingsview 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 		$1.32M Sell
7,852
-3,487
-31% -$529K 0.02% 661
2026
Q1 		$1.43M Buy
11,339
+8,912
+367% +$1.18M 0.02% 579
2025
Q4 		$308K Hold
2,427
– – ﹤0.01% 1013
2025
Q3 		$304K Buy
2,427
+150
+7% +$18K ﹤0.01% 952
2025
Q2 		$267K Buy
+2,277
New +$238K ﹤0.01% 984

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

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

Kingsview Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 31% in Q2 2026, selling an estimated $529K and leaving 7,852 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #661.

Kingsview Wealth Management first reported a position in PWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Kingsview Wealth Management held 7,852 shares of Invesco Large Cap Growth ETF worth $1.32M as of Q2 2026.
  • Kingsview Wealth Management sold 3,487 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $529K.
  • Invesco Large Cap Growth ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Kingsview Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Invesco Large Cap Growth ETF position peaked at $1.43M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.