Mather Group
PWB icon

Mather Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Mather Group’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 		$949K Sell
5,853
-80
-1% -$12.6K 0.01% 386
2026
Q2 		$999K Sell
5,933
-273
-4% -$41.4K 0.01% 379
2026
Q1 		$782K Sell
6,206
-26
-0.4% -$3.44K 0.01% 380
2025
Q4 		$792K Sell
6,232
-24
-0.4% -$3.05K 0.01% 322
2025
Q3 		$785K Sell
6,256
-61
-1% -$7.31K 0.01% 318
2025
Q2 		$742K Sell
6,317
-435
-6% -$45.5K 0.01% 317
2025
Q1 		$648K Sell
6,752
-110
-2% -$11.4K 0.01% 330
2024
Q4 		$698K Buy
6,862
+265
+4% +$27.3K 0.01% 284
2024
Q3 		$651K Sell
6,597
-1,674
-20% -$158K 0.01% 309
2024
Q2 		$739K Buy
8,271
+3,167
+62% +$283K 0.01% 319
2024
Q1 		$397K Buy
5,104
+180
+4% +$15.3K 0.01% 383
2023
Q4 		$383K Sell
4,924
-309
-6% -$22.3K 0.01% 398
2023
Q3 		$355K Buy
5,233
+1,022
+24% +$72K 0.01% 403
2023
Q2 		$297K Buy
+4,211
New +$279K ﹤0.01% 460

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Mather Group's PWB Position: Q3 2026 in Review

Mather Group reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.3% in Q3 2026, selling an estimated $12.6K and leaving 5,853 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #386.

Mather Group first reported a position in PWB in Q2 2023 and has held it in 14 quarters since. The position peaked at $999K in Q2 2026. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Mather Group held 5,853 shares of Invesco Large Cap Growth ETF worth $949K as of Q3 2026.
  • Mather Group sold 80 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $12.6K.
  • Invesco Large Cap Growth ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #386 holding.
  • Mather Group first reported a position in Invesco Large Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Mather Group's Invesco Large Cap Growth ETF position peaked at $999K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.