Money Concepts Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

Money Concepts Capital’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	$337K	Buy	+2,001	New	+$304K	0.02%	491
2023 Q1	–	Sell	-1,633	Closed	-$97.6K	–	2297
2022 Q4	$97.6K	Buy	1,633 +1,503	+1,156%	+$91.3K	﹤0.01%	974
2022 Q3	$7K	Sell	130 -2,565	-95%	-$161K	﹤0.01%	1149
2022 Q2	$158K	Sell	2,695 -2,185	-45%	-$139K	0.01%	459
2022 Q1	$353K	Buy	4,880 +4,746	+3,542%	+$339K	0.02%	535
2021 Q4	$11K	Buy	+134	New	+$10.6K	﹤0.01%	677
2021 Q1	$53K	Hold	780	–	–	﹤0.01%	565
2020 Q4	$53K	Buy	+780	New	+$50.3K	﹤0.01%	512

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 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

Money Concepts Capital's PWB Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 2,001 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in PWB as recently as Q4 2022.

Money Concepts Capital first reported a position in PWB in Q4 2020 and has held it in 8 quarters since. The position peaked at $353K in Q1 2022. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Money Concepts Capital held 2,001 shares of Invesco Large Cap Growth ETF worth $337K as of Q2 2026.
Invesco Large Cap Growth ETF was a new Money Concepts Capital position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #491 holding.
Money Concepts Capital first reported a position in Invesco Large Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Money Concepts Capital's Invesco Large Cap Growth ETF position peaked at $353K in Q1 2022.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.