RW
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Rede Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Rede Wealth’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
Q4 		– Sell
-3,301
Closed -$414K – 162
2025
Q3 		$414K Buy
+3,301
New +$396K 0.33% 61

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Rede Wealth's PWB Position: Q4 2025 in Review

Rede Wealth sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2025, closing a stake of 3,301 shares — an estimated $414K sold.

Rede Wealth first reported a position in PWB in Q3 2025 and held it in 1 quarter. The position peaked at $414K in Q3 2025. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

  • Rede Wealth reported no remaining Invesco Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 3,301 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $414K.
  • Rede Wealth first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Rede Wealth's Invesco Large Cap Growth ETF position peaked at $414K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.