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Philadelphia Trust Company’s Invesco Large Cap Growth ETF PWB Stock Holding History

Philadelphia Trust Company’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
2025
Q1 		– Sell
-2,501
Closed -$254K – 250
2024
Q4 		$254K Hold
2,501
– – 0.02% 210
2024
Q3 		$247K Hold
2,501
– – 0.02% 218
2024
Q2 		$236K Hold
2,501
– – 0.02% 204
2024
Q1 		$223K Buy
+2,501
New +$212K 0.02% 211

Other funds holding PWB

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Philadelphia Trust Company's PWB Position: Q1 2025 in Review

Philadelphia Trust Company sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2025, closing a stake of 2,501 shares — an estimated $254K sold.

Philadelphia Trust Company first reported a position in PWB in Q1 2024 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 166 funds tracked by Wall St. Rank hold PWB as of Q1 2025.

  • Philadelphia Trust Company reported no remaining Invesco Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Philadelphia Trust Company sold 2,501 Invesco Large Cap Growth ETF shares in Q1 2025, an estimated $254K.
  • Philadelphia Trust Company first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Philadelphia Trust Company's Invesco Large Cap Growth ETF position peaked at $254K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2025.

Based on Philadelphia Trust Company's 13F filing for Q1 2025, filed 13 May 2025.