Prism Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Prism Advisors’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	$2.32M	Sell	13,767 -542	-4%	-$82.2K	0.56%	35
2026 Q1	$1.8M	Sell	14,309 -472	-3%	-$62.5K	0.48%	35
2025 Q4	$1.88M	Sell	14,781 -9,621	-39%	-$1.22M	0.5%	35
2025 Q3	$3.06M	Sell	24,402 -2,516	-9%	-$301K	0.83%	35
2025 Q2	$3.16M	Buy	26,918 +6,107	+29%	+$639K	0.9%	33
2025 Q1	$2M	Hold	20,811	–	–	0.61%	29
2024 Q4	$2.12M	Sell	20,811 -544	-3%	-$55.9K	0.63%	29
2024 Q3	$2.11M	Sell	21,355 -687	-3%	-$64.7K	0.6%	29
2024 Q2	$2.08M	Sell	22,042 -2,806	-11%	-$251K	0.63%	28
2024 Q1	$2.22M	Sell	24,848 -86	-0.3%	-$7.29K	0.67%	23
2023 Q4	$1.94M	Sell	24,934 -138	-0.6%	-$9.96K	0.62%	25
2023 Q3	$1.7M	Sell	25,072 -476	-2%	-$33.5K	0.6%	24
2023 Q2	$1.8M	Sell	25,548 -113	-0.4%	-$7.49K	0.61%	23
2023 Q1	$1.67M	Sell	25,661 -799	-3%	-$50.1K	0.58%	23
2022 Q4	$1.58M	Sell	26,460 -9,469	-26%	-$575K	0.58%	23
2022 Q3	$2.05M	Sell	35,929 -731	-2%	-$45.9K	0.82%	27
2022 Q2	$2.15M	Sell	36,660 -122,569	-77%	-$7.82M	0.82%	23
2022 Q1	$11.5M	Buy	159,229 +14,405	+10%	+$1.03M	3.85%	13
2021 Q4	$11.7M	Buy	144,824 +3,096	+2%	+$244K	3.82%	13
2021 Q3	$10.5M	Sell	141,728 -5,560	-4%	-$426K	3.74%	14
2021 Q2	$11M	Buy	147,288 +5,663	+4%	+$402K	3.81%	13
2021 Q1	$9.64M	Buy	141,625 +13	+0%	+$891	3.48%	14
2020 Q4	$9.57M	Sell	141,612 -7,429	-5%	-$479K	3.62%	14
2020 Q3	$9.23M	Buy	149,041 +5,510	+4%	+$328K	3.89%	11
2020 Q2	$7.86M	Buy	143,531 +8,540	+6%	+$430K	3.52%	13
2020 Q1	$5.91M	Sell	134,991 -90,090	-40%	-$4.48M	3.81%	8
2019 Q4	$11.6M	Sell	225,081 -1,465	-0.6%	-$72.1K	5.85%	4
2019 Q3	$11M	Sell	226,546 -16,674	-7%	-$816K	6.13%	4
2019 Q2	$11.8M	Buy	243,220 +5,064	+2%	+$241K	6.7%	4
2019 Q1	$11.3M	Buy	238,156 +1,175	+0.5%	+$53.4K	6.49%	6
2018 Q4	$9.83M	Buy	236,981 +15,075	+7%	+$670K	6.24%	6
2018 Q3	$10.1M	Buy	+221,906	New	+$10.4M	5.85%	6

Other funds holding PWB

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

AWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Prism Advisors's PWB Position: Q2 2026 in Review

Prism Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 3.8% in Q2 2026, selling an estimated $82.2K and leaving 13,767 shares worth $2.32M. The position accounts for 0.56% of the portfolio, ranked #35.

Prism Advisors first reported a position in PWB in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.8M in Q2 2019. 90 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Prism Advisors held 13,767 shares of Invesco Large Cap Growth ETF worth $2.32M as of Q2 2026.
Prism Advisors sold 542 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $82.2K.
Invesco Large Cap Growth ETF made up 0.56% of Prism Advisors's portfolio in Q2 2026, its #35 holding.
Prism Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
Prism Advisors's Invesco Large Cap Growth ETF position peaked at $11.8M in Q2 2019.
90 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.