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

PSI 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
2025 Q1	–	Sell	-151	Closed	-$15.3K	–	895
2024 Q4	$15.3K	Hold	151	–	–	﹤0.01%	460
2024 Q3	$14.8K	Hold	151	–	–	﹤0.01%	473
2024 Q2	$14.2K	Buy	151 +1	+0.7%	+$89	﹤0.01%	461
2024 Q1	$13.4K	Sell	150 -1	-0.7%	-$85	﹤0.01%	444
2023 Q4	$11.7K	Buy	151 +1	+0.7%	+$72	﹤0.01%	487
2023 Q3	$10.2K	Buy	150 +40	+36%	+$2.82K	﹤0.01%	487
2023 Q2	$7.77K	Hold	110	–	–	﹤0.01%	527
2023 Q1	$7.15K	Buy	+110	New	+$6.89K	﹤0.01%	487

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSI Advisors's PWB Position: Q1 2025 in Review

PSI Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2025, closing a stake of 151 shares — an estimated $15.3K sold.

PSI Advisors first reported a position in PWB in Q1 2023 and held it in 8 quarters. The position peaked at $15.3K in Q4 2024. 166 funds tracked by Wall St. Rank hold PWB as of Q1 2025.

PSI Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 151 Invesco Large Cap Growth ETF shares in Q1 2025, an estimated $15.3K.
PSI Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2023 and held it in 8 quarters.
PSI Advisors's Invesco Large Cap Growth ETF position peaked at $15.3K in Q4 2024.
166 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.