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 Q2	$465K	Sell	2,761 -15	-0.5%	-$2.28K	0.01%	1123
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Summit Financial's PWB Position: Q2 2026 in Review

Summit Financial reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.54% in Q2 2026, selling an estimated $2.28K and leaving 2,761 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #1123.

Summit Financial first reported a position in PWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $475K in Q4 2024. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Summit Financial held 2,761 shares of Invesco Large Cap Growth ETF worth $465K as of Q2 2026.
Summit Financial sold 15 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $2.28K.
Invesco Large Cap Growth ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1123 holding.
Summit Financial first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Summit Financial's Invesco Large Cap Growth ETF position peaked at $475K in Q4 2024.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.