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

National Wealth Management 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 Q2	–	Sell	-1,876	Closed	-$236K	–	240
2026 Q1	$236K	Sell	1,876 -1,508	-45%	-$200K	0.09%	193
2025 Q4	$430K	Buy	3,384 +138	+4%	+$17.5K	0.15%	142
2025 Q3	$407K	Buy	3,246 +224	+7%	+$26.8K	0.15%	152
2025 Q2	$355K	Buy	3,022 +414	+16%	+$43.3K	0.2%	115
2025 Q1	$250K	Sell	2,608 -24	-0.9%	-$2.48K	0.16%	124
2024 Q4	$268K	Buy	+2,632	New	+$271K	0.18%	113

Other funds holding PWB

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

National Wealth Management Group's PWB Position: Q2 2026 in Review

National Wealth Management Group sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 1,876 shares — an estimated $236K sold.

National Wealth Management Group first reported a position in PWB in Q4 2024 and held it in 6 quarters. The position peaked at $430K in Q4 2025. 58 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

National Wealth Management Group reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 1,876 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $236K.
National Wealth Management Group first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and held it in 6 quarters.
National Wealth Management Group's Invesco Large Cap Growth ETF position peaked at $430K in Q4 2025.
58 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.