PFS
PWB icon

Prospera Financial Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Prospera Financial Services’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 		$1.38M Sell
8,179
-81
-1% -$12.3K 0.02% 639
2026
Q1 		$1.04M Sell
8,260
-19
-0.2% -$2.52K 0.02% 696
2025
Q4 		$1.05M Sell
8,279
-138
-2% -$17.5K 0.02% 657
2025
Q3 		$1.06M Sell
8,417
-307
-4% -$36.8K 0.02% 662
2025
Q2 		$1.02M Buy
8,724
+1,054
+14% +$110K 0.02% 644
2025
Q1 		$737K Buy
7,670
+254
+3% +$26.3K 0.02% 646
2024
Q4 		$755K Sell
7,416
-143
-2% -$14.7K 0.02% 627
2024
Q3 		$746K Sell
7,559
-61
-0.8% -$5.75K 0.02% 591
2024
Q2 		$720K Sell
7,620
-87
-1% -$7.78K 0.02% 589
2024
Q1 		$688K Sell
7,707
-718
-9% -$60.9K 0.02% 604
2023
Q4 		$655K Buy
8,425
+131
+2% +$9.46K 0.02% 575
2023
Q3 		$562K Sell
8,294
-385
-4% -$27.1K 0.02% 573
2023
Q2 		$613K Sell
8,679
-39
-0.4% -$2.59K 0.02% 554
2023
Q1 		$567K Sell
8,718
-29
-0.3% -$1.82K 0.02% 570
2022
Q4 		$523K Sell
8,747
-208
-2% -$12.6K 0.03% 524
2022
Q3 		$510K Sell
8,955
-95
-1% -$5.96K 0.03% 517
2022
Q2 		$531K Buy
9,050
+81
+0.9% +$5.17K 0.03% 499
2022
Q1 		$648K Sell
8,969
-560
-6% -$40K 0.03% 530
2021
Q4 		$770K Sell
9,529
-83
-0.9% -$6.54K 0.03% 464
2021
Q3 		$712K Sell
9,612
-365
-4% -$27.9K 0.04% 438
2021
Q2 		$743K Sell
9,977
-100
-1% -$7.11K 0.04% 432
2021
Q1 		$686K Buy
+10,077
New +$691K 0.04% 422

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 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 $3.51B 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return