Sound Income Strategies’s Invesco Large Cap Growth ETF PWB Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-192	Closed	-$18.4K	–	1688
2025 Q1	$18.4K	Sell	192 -257	-57%	-$26.6K	﹤0.01%	738
2024 Q4	$45.7K	Buy	+449	New	+$46.2K	﹤0.01%	491
2018 Q4	–	Sell	-331	Closed	-$16K	–	766
2018 Q3	$16K	Buy	+331	New	+$15.5K	0.01%	273

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Income Strategies's PWB Position: Q2 2025 in Review

Sound Income Strategies sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2025, closing a stake of 192 shares — an estimated $18.4K sold.

Sound Income Strategies first reported a position in PWB in Q3 2018 and held it in 3 quarters. The position peaked at $45.7K in Q4 2024. 186 funds tracked by Wall St. Rank hold PWB as of Q2 2025.

Sound Income Strategies reported no remaining Invesco Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 192 Invesco Large Cap Growth ETF shares in Q2 2025, an estimated $18.4K.
Sound Income Strategies first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and held it in 3 quarters.
Sound Income Strategies's Invesco Large Cap Growth ETF position peaked at $45.7K in Q4 2024.
186 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.