Summit Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Summit Financial’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	$350K	Buy	2,776 +156	+6%	+$20.6K	﹤0.01%	1124
2025 Q4	$333K	Hold	2,620	–	–	﹤0.01%	1038
2025 Q3	$329K	Buy	2,620 +96	+4%	+$11.5K	0.01%	1032
2025 Q2	$296K	Sell	2,524 -1,962	-44%	-$205K	0.01%	684
2025 Q1	$431K	Sell	4,486 -186	-4%	-$19.2K	0.01%	549
2024 Q4	$475K	Buy	4,672 +154	+3%	+$15.8K	0.02%	458
2024 Q3	$446K	Buy	4,518 +711	+19%	+$67K	0.02%	390
2024 Q2	$360K	Buy	3,807 +624	+20%	+$55.8K	0.02%	386
2024 Q1	$284K	Buy	+3,183	New	+$270K	0.02%	323

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

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 $38.8B AUM 21.88% 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

Summit Financial's PWB Position: Q1 2026 in Review

Summit Financial increased its Invesco Large Cap Growth ETF (PWB) stake by 6% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,776 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Summit Financial first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $475K in Q4 2024. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Summit Financial held 2,776 shares of Invesco Large Cap Growth ETF worth $350K as of Q1 2026.
Summit Financial bought 156 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $20.6K.
Invesco Large Cap Growth ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1124 holding.
Summit Financial first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Summit Financial's Invesco Large Cap Growth ETF position peaked at $475K in Q4 2024.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.