J. M. Brown & Associates Inc.’s Invesco Large Cap Growth ETF PWB Stock Holding History

J. M. Brown & Associates Inc.’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	$715K	Buy	+4,244	New	+$644K	0.41%	78

Other funds holding PWB

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

J. M. Brown & Associates Inc.'s PWB Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 4,244 shares worth $715K. The stake represents 0.41% of the portfolio and ranks #78 among its holdings.

62 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

J. M. Brown & Associates Inc. held 4,244 shares of Invesco Large Cap Growth ETF worth $715K as of Q2 2026.
Invesco Large Cap Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.41% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #78 holding.
62 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.