Sunbelt Securities’s Invesco Large Cap Growth ETF PWB Stock Holding History

Sunbelt Securities’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	$52.5K	Buy	+417	New	+$55.2K	﹤0.01%	1006

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's PWB Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 417 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Sunbelt Securities held 417 shares of Invesco Large Cap Growth ETF worth $52.5K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Sunbelt Securities position in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1006 holding.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.