Secure Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Secure Asset Management’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	$1.31M	Sell	7,773 -450	-5%	-$68.3K	0.18%	118
2026 Q1	$1.04M	Buy	8,223 +2,219	+37%	+$294K	0.16%	125
2025 Q4	$763K	Buy	6,004 +3,459	+136%	+$439K	0.12%	149
2025 Q3	$320K	Buy	+2,545	New	+$305K	0.05%	237

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $159M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Secure Asset Management's PWB Position: Q2 2026 in Review

Secure Asset Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 5.5% in Q2 2026, selling an estimated $68.3K and leaving 7,773 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #118.

Secure Asset Management first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Secure Asset Management held 7,773 shares of Invesco Large Cap Growth ETF worth $1.31M as of Q2 2026.
Secure Asset Management sold 450 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $68.3K.
Invesco Large Cap Growth ETF made up 0.18% of Secure Asset Management's portfolio in Q2 2026, its #118 holding.
Secure Asset Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.