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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Sell	13,467 -2,750	-17%	-$364K	0.24%	51
2025 Q4	$2.06M	Sell	16,217 -3,936	-20%	-$500K	0.29%	50
2025 Q3	$2.53M	Sell	20,153 -471	-2%	-$56.4K	0.38%	45
2025 Q2	$2.42M	Hold	20,624	–	–	0.41%	46
2025 Q1	$1.98M	Sell	20,624 -3	-0%	-$310	0.38%	40
2024 Q4	$2.1M	Sell	20,627 -1	-0%	-$103	0.42%	37
2024 Q3	$2.04M	Sell	20,628 -205	-1%	-$19.3K	0.41%	37
2024 Q2	$1.97M	Sell	20,833 -68	-0.3%	-$6.08K	0.42%	34
2024 Q1	$1.87M	Sell	20,901 -2	-0%	-$170	0.42%	39
2023 Q4	$1.62M	Sell	20,903 -222	-1%	-$16K	0.4%	40
2023 Q3	$1.43M	Hold	21,125	–	–	0.38%	46
2023 Q2	$1.49M	Hold	21,125	–	–	0.4%	42
2023 Q1	$1.37M	Sell	21,125 -87	-0.4%	-$5.45K	0.4%	42
2022 Q4	$1.27M	Sell	21,212 -169	-0.8%	-$10.3K	0.42%	43
2022 Q3	$1.22M	Hold	21,381	–	–	0.43%	41
2022 Q2	$1.25M	Sell	21,381 -2,813	-12%	-$179K	0.42%	45
2022 Q1	$1.75M	Buy	+24,194	New	+$1.73M	0.6%	35
2021 Q4	–	Sell	-24,377	Closed	-$1.8M	–	103
2021 Q3	$1.8M	Sell	24,377 -300	-1%	-$23K	0.67%	29
2021 Q2	$1.84M	Sell	24,677 -48	-0.2%	-$3.41K	0.73%	29
2021 Q1	$1.68M	Sell	24,725 -1,185	-5%	-$81.3K	0.71%	32
2020 Q4	$1.75M	Sell	25,910 -114	-0.4%	-$7.35K	0.8%	26
2020 Q3	$1.61M	Sell	26,024 -1,062	-4%	-$63.3K	0.88%	25
2020 Q2	$1.48M	Buy	27,086 +1,015	+4%	+$51.1K	0.87%	28
2020 Q1	$1.14M	Buy	26,071 +2,872	+12%	+$143K	0.82%	25
2019 Q4	$1.19M	Buy	+23,199	New	+$1.14M	0.76%	26