Thurston Springer Miller Herd & Titak’s Invesco Large Cap Growth ETF PWB Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-350	Closed	-$41.1K	–	1164
2025 Q2	$41.1K	Hold	350	–	–	0.01%	737
2025 Q1	$33.6K	Hold	350	–	–	0.01%	731
2024 Q4	$35.6K	Buy	+350	New	+$36K	0.01%	601

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

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

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

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

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

AWM

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PWB Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 350 shares — an estimated $41.1K sold.

Thurston Springer Miller Herd & Titak first reported a position in PWB in Q4 2024 and held it in 3 quarters. The position peaked at $41.1K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 350 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $41.1K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's Invesco Large Cap Growth ETF position peaked at $41.1K in Q2 2025.
197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.