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

RiverTree 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
Q3 		$2.69M Buy
16,561
+2,183
+15% +$344K 1.6% 20
2026
Q2 		$2.42M Sell
14,378
-3,332
-19% -$506K 1.43% 24
2026
Q1 		$2.23M Buy
17,710
+5,851
+49% +$774K 1.41% 27
2025
Q4 		$1.51M Buy
+11,859
New +$1.51M 0.96% 27

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RiverTree Advisors's PWB Position: Q3 2026 in Review

RiverTree Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 15% in Q3 2026, buying an estimated $344K and bringing the position to 16,561 shares worth $2.69M. The position accounts for 1.6% of the portfolio, ranked #20.

RiverTree Advisors first reported a position in PWB in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • RiverTree Advisors held 16,561 shares of Invesco Large Cap Growth ETF worth $2.69M as of Q3 2026.
  • RiverTree Advisors bought 2,183 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $344K.
  • Invesco Large Cap Growth ETF made up 1.6% of RiverTree Advisors's portfolio in Q3 2026, its #20 holding.
  • RiverTree Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.