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

Seneca Financial 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
Q1 		– Sell
-1,582
Closed -$201K – 65
2025
Q4 		$201K Buy
+1,582
New +$201K 0.06% 62

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
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
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seneca Financial Advisors's PWB Position: Q1 2026 in Review

Seneca Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 1,582 shares — an estimated $201K sold.

Seneca Financial Advisors first reported a position in PWB in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Seneca Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Seneca Financial Advisors sold 1,582 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $201K.
  • Seneca Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Seneca Financial Advisors's Invesco Large Cap Growth ETF position peaked at $201K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.