PCA
PWB icon

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

Prosperity Capital 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 		– Sell
-4,743
Closed -$597K – 445
2026
Q1 		$597K Sell
4,743
-998
-17% -$132K 0.03% 251
2025
Q4 		$730K Sell
5,741
-4,186
-42% -$532K 0.04% 201
2025
Q3 		$1.25M Buy
9,927
+4,006
+68% +$480K 0.07% 171
2025
Q2 		$695K Buy
+5,921
New +$619K 0.05% 210

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 $3.53B 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Prosperity Capital Advisors's PWB Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 4,743 shares — an estimated $597K sold.

Prosperity Capital Advisors first reported a position in PWB in Q2 2025 and held it in 4 quarters. The position peaked at $1.25M in Q3 2025. 45 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 4,743 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $597K.
  • Prosperity Capital Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 4 quarters.
  • Prosperity Capital Advisors's Invesco Large Cap Growth ETF position peaked at $1.25M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.