Spire Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Spire Wealth 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	$5.84M	Buy	34,644 +1,317	+4%	+$200K	0.18%	123
2026 Q1	$4.2M	Buy	33,327 +959	+3%	+$127K	0.14%	145
2025 Q4	$4.11M	Buy	32,368 +7,111	+28%	+$903K	0.14%	146
2025 Q3	$3.17M	Buy	25,257 +1,056	+4%	+$127K	0.11%	166
2025 Q2	$2.84M	Sell	24,201 -10,173	-30%	-$1.06M	0.1%	167
2025 Q1	$3.3M	Sell	34,374 -865	-2%	-$89.5K	0.11%	170
2024 Q4	$3.59M	Sell	35,239 -608	-2%	-$62.5K	0.11%	158
2024 Q3	$3.54M	Buy	35,847 +804	+2%	+$75.7K	0.12%	144
2024 Q2	$3.31M	Buy	35,043 +2,865	+9%	+$256K	0.12%	166
2024 Q1	$2.87M	Buy	32,178 +2,933	+10%	+$249K	0.05%	205
2023 Q4	$2.37M	Sell	29,245 -74,030	-72%	-$5.34M	0.08%	211
2023 Q3	$4.87M	Buy	103,275 +79,025	+326%	+$5.57M	0.19%	109
2023 Q2	$1.71M	Sell	24,250 -210	-0.9%	-$13.9K	0.06%	256
2023 Q1	$1.59M	Buy	24,460 +4,798	+24%	+$301K	0.06%	259
2022 Q4	$1.18M	Hold	19,662	–	–	0.07%	215
2022 Q3	$1.12M	Sell	19,662 -5,059	-20%	-$318K	0.07%	197
2022 Q2	$1.45M	Sell	24,721 -2,219	-8%	-$142K	0.06%	258
2022 Q1	$1.95M	Sell	26,940 -150	-0.6%	-$10.7K	0.05%	282
2021 Q4	$2.19M	Sell	27,090 -3,224	-11%	-$254K	0.05%	295
2021 Q3	$2.24M	Sell	30,314 -386	-1%	-$29.5K	0.06%	262
2021 Q2	$2.29M	Sell	30,700 -607	-2%	-$43.1K	0.06%	272
2021 Q1	$2.13M	Buy	+31,307	New	+$2.15M	0.06%	266

Other funds holding PWB

AWM

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Spire Wealth Management's PWB Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 4% in Q2 2026, buying an estimated $200K and bringing the position to 34,644 shares worth $5.84M. The position accounts for 0.18% of the portfolio, ranked #123.

Spire Wealth Management first reported a position in PWB in Q1 2021 and has held it in 22 quarters since. 58 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Spire Wealth Management held 34,644 shares of Invesco Large Cap Growth ETF worth $5.84M as of Q2 2026.
Spire Wealth Management bought 1,317 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $200K.
Invesco Large Cap Growth ETF made up 0.18% of Spire Wealth Management's portfolio in Q2 2026, its #123 holding.
Spire Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
58 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

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