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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

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. 246 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.
  • 246 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.