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Silver Oak Securities’s Invesco Large Cap Growth ETF PWB Stock Holding History

Silver Oak Securities’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
-10,361
Closed -$1.33M – 842
2025
Q4 		$1.33M Sell
10,361
-61
-0.6% -$7.75K 0.09% 221
2025
Q3 		$1.31M Buy
10,422
+622
+6% +$74.5K 0.1% 212
2025
Q2 		$1.15M Sell
9,800
-48
-0.5% -$5.02K 0.09% 228
2025
Q1 		$944K Sell
9,848
-131
-1% -$13.6K 0.09% 245
2024
Q4 		$1.02M Sell
9,979
-2,068
-17% -$213K 0.1% 230
2024
Q3 		$1.19M Buy
12,047
+9,285
+336% +$875K 0.13% 175
2024
Q2 		$261K Buy
2,762
+1,700
+160% +$152K 0.04% 313
2024
Q1 		$94.8K Sell
1,062
-5,296
-83% -$449K 0.01% 425
2023
Q4 		$494K Buy
6,358
+115
+2% +$8.3K 0.07% 277
2023
Q3 		$423K Sell
6,243
-4,360
-41% -$307K 0.09% 177
2023
Q2 		$749K Buy
10,603
+5,085
+92% +$337K 0.12% 176
2023
Q1 		$359K Buy
+5,518
New +$346K 0.06% 252
2022
Q4 		– Sell
-6,243
Closed -$423K – 437
2022
Q3 		$423K Buy
+6,243
New +$392K 0.09% 177

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

Silver Oak Securities's PWB Position: Q1 2026 in Review

Silver Oak Securities sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 10,361 shares — an estimated $1.33M sold.

Silver Oak Securities first reported a position in PWB in Q3 2022 and held it in 13 quarters. The position peaked at $1.33M in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Silver Oak Securities reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 10,361 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $1.33M.
  • Silver Oak Securities first reported a position in Invesco Large Cap Growth ETF in Q3 2022 and held it in 13 quarters.
  • Silver Oak Securities's Invesco Large Cap Growth ETF position peaked at $1.33M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.