Strategic Family Wealth Counselors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Strategic Family Wealth Counselors’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	$383K	Hold	3,040	–	–	0.1%	115
2025 Q4	$400K	Hold	3,040	–	–	0.09%	140
2025 Q3	$381K	Hold	3,040	–	–	0.1%	113
2025 Q2	$357K	Sell	3,040 -79	-3%	-$8.26K	0.1%	111
2025 Q1	$300K	Hold	3,119	–	–	0.1%	112
2024 Q4	$317K	Sell	3,119 -78	-2%	-$8.02K	0.1%	106
2024 Q3	$315K	Hold	3,197	–	–	0.11%	101
2024 Q2	$302K	Hold	3,197	–	–	0.11%	94
2024 Q1	$285K	Hold	3,197	–	–	0.11%	90
2023 Q4	$248K	Hold	3,197	–	–	0.1%	99
2023 Q3	$217K	Hold	3,197	–	–	0.1%	101
2023 Q2	$226K	Hold	3,197	–	–	0.1%	96
2023 Q1	$208K	Buy	+3,197	New	+$200K	0.1%	99
2022 Q2	–	Sell	-3,197	Closed	-$231K	–	102
2022 Q1	$231K	Hold	3,197	–	–	0.09%	92
2021 Q4	$258K	Hold	3,197	–	–	0.08%	85
2021 Q3	$237K	Hold	3,197	–	–	0.08%	79
2021 Q2	$238K	Hold	3,197	–	–	0.08%	77
2021 Q1	$218K	Sell	3,197 -595	-16%	-$40.8K	0.08%	78
2020 Q4	$256K	Hold	3,792	–	–	0.13%	69
2020 Q3	$235K	Hold	3,792	–	–	0.13%	66
2020 Q2	$208K	Buy	+3,792	New	+$191K	0.13%	71

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

Strategic Family Wealth Counselors's PWB Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 3,040 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #115.

Strategic Family Wealth Counselors first reported a position in PWB in Q2 2020 and has held it in 21 quarters since. The position peaked at $400K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Strategic Family Wealth Counselors held 3,040 shares of Invesco Large Cap Growth ETF worth $383K as of Q1 2026.
Strategic Family Wealth Counselors left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #115 holding.
Strategic Family Wealth Counselors first reported a position in Invesco Large Cap Growth ETF in Q2 2020 and has held it in 21 quarters since.
Strategic Family Wealth Counselors's Invesco Large Cap Growth ETF position peaked at $400K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.