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

Nations Financial 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	$637K	Hold	3,781	–	–	0.03%	492
2026 Q1	$476K	Sell	3,781 -150	-4%	-$19.9K	0.02%	552
2025 Q4	$500K	Hold	3,931	–	–	0.03%	527
2025 Q3	$493K	Sell	3,931 -100	-2%	-$12K	0.03%	493
2025 Q2	$473K	Hold	4,031	–	–	0.03%	467
2025 Q1	$387K	Sell	4,031 -450	-10%	-$46.6K	0.03%	483
2024 Q4	$456K	Sell	4,481 -330	-7%	-$33.9K	0.03%	458
2024 Q3	$475K	Hold	4,811	–	–	0.03%	452
2024 Q2	$454K	Hold	4,811	–	–	0.04%	432
2024 Q1	$430K	Hold	4,811	–	–	0.04%	452
2023 Q4	$374K	Hold	4,811	–	–	0.03%	469
2023 Q3	$326K	Hold	4,811	–	–	0.03%	481
2023 Q2	$340K	Hold	4,811	–	–	0.03%	466
2023 Q1	$313K	Buy	4,811 +334	+7%	+$20.9K	0.03%	475
2022 Q4	$267K	Hold	4,477	–	–	0.03%	493
2022 Q3	$255K	Hold	4,477	–	–	0.04%	430
2022 Q2	$263K	Hold	4,477	–	–	0.04%	436
2022 Q1	$323K	Hold	4,477	–	–	0.04%	413
2021 Q4	$362K	Hold	4,477	–	–	0.05%	354
2021 Q3	$331K	Hold	4,477	–	–	0.05%	336
2021 Q2	$333K	Hold	4,477	–	–	0.06%	311
2021 Q1	$305K	Hold	4,477	–	–	0.07%	281
2020 Q4	$303K	Sell	4,477 -446	-9%	-$28.8K	0.08%	259
2020 Q3	$305K	Hold	4,923	–	–	0.09%	227
2020 Q2	$270K	Hold	4,923	–	–	0.1%	222
2020 Q1	$215K	Hold	4,923	–	–	0.09%	233
2019 Q4	$253K	Sell	4,923 -470	-9%	-$23.1K	0.09%	258
2019 Q3	$261K	Sell	5,393 -616	-10%	-$30.1K	0.09%	250
2019 Q2	$291K	Hold	6,009	–	–	0.19%	138
2019 Q1	$285K	Hold	6,009	–	–	0.2%	131
2018 Q4	$249K	Hold	6,009	–	–	0.2%	128
2018 Q3	$290K	Hold	6,009	–	–	0.21%	125
2018 Q2	$270K	Sell	6,009 -2,448	-29%	-$109K	0.23%	123
2018 Q1	$362K	Sell	8,457 -450	-5%	-$19.6K	0.33%	90
2017 Q4	$370K	Hold	8,907	–	–	0.34%	91
2017 Q3	$347K	Hold	8,907	–	–	0.34%	91
2017 Q2	$320K	Hold	8,907	–	–	0.26%	113
2017 Q1	$306K	Hold	8,907	–	–	0.3%	102
2016 Q4	$284K	Hold	8,907	–	–	0.31%	101
2016 Q3	$282K	Sell	8,907 -430	-5%	-$13.7K	0.28%	112
2016 Q2	$292K	Sell	9,337 -135	-1%	-$4.19K	0.31%	105
2016 Q1	$292K	Sell	9,472 -220	-2%	-$6.5K	0.34%	94
2015 Q4	$303K	Buy	+9,692	New	+$301K	0.39%	82

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

Nations Financial Group's PWB Position: Q2 2026 in Review

Nations Financial Group held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 3,781 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #492.

Nations Financial Group first reported a position in PWB in Q4 2015 and has held it in 43 quarters since. 63 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Nations Financial Group held 3,781 shares of Invesco Large Cap Growth ETF worth $637K as of Q2 2026.
Nations Financial Group left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #492 holding.
Nations Financial Group first reported a position in Invesco Large Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
63 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.