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PFG Investments’s Invesco Large Cap Growth ETF PWB Stock Holding History

PFG Investments’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 		$1.45M Buy
8,623
+4,939
+134% +$749K 0.06% 301
2026
Q1 		$464K Buy
3,684
+557
+18% +$73.7K 0.02% 638
2025
Q4 		$397K Buy
3,127
+161
+5% +$20.5K 0.02% 662
2025
Q3 		$372K Sell
2,966
-139
-4% -$16.7K 0.02% 674
2025
Q2 		$365K Buy
3,105
+286
+10% +$29.9K 0.02% 644
2025
Q1 		$271K Buy
2,819
+332
+13% +$34.4K 0.02% 760
2024
Q4 		$253K Buy
+2,487
New +$256K 0.02% 788

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 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

PFG Investments's PWB Position: Q2 2026 in Review

PFG Investments increased its Invesco Large Cap Growth ETF (PWB) stake by 134% in Q2 2026, buying an estimated $749K and bringing the position to 8,623 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #301.

PFG Investments first reported a position in PWB in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • PFG Investments held 8,623 shares of Invesco Large Cap Growth ETF worth $1.45M as of Q2 2026.
  • PFG Investments bought 4,939 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $749K.
  • Invesco Large Cap Growth ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #301 holding.
  • PFG Investments first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.