Level Four Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Level Four Advisory Services’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 Q3	$4.08M	Buy	+25,181	New	+$3.97M	0.12%	207

Other funds holding PWB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Level Four Advisory Services's PWB Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in Invesco Large Cap Growth ETF (PWB) in Q3 2026: 25,181 shares worth $4.08M. The stake represents 0.12% of the portfolio and ranks #207 among its holdings.

155 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

Level Four Advisory Services held 25,181 shares of Invesco Large Cap Growth ETF worth $4.08M as of Q3 2026.
Invesco Large Cap Growth ETF was a new Level Four Advisory Services position in Q3 2026.
Invesco Large Cap Growth ETF made up 0.12% of Level Four Advisory Services's portfolio in Q3 2026, its #207 holding.
155 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.