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

Tobias Financial Advisors’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	$2.27M	Sell	13,465 -2	-0%	-$303	0.29%	45
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

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

Tobias Financial Advisors's PWB Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.01% in Q2 2026, selling an estimated $303 and leaving 13,465 shares worth $2.27M. The position accounts for 0.29% of the portfolio, ranked #45.

Tobias Financial Advisors first reported a position in PWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.53M in Q3 2025. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Tobias Financial Advisors held 13,465 shares of Invesco Large Cap Growth ETF worth $2.27M as of Q2 2026.
Tobias Financial Advisors sold 2 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $303.
Invesco Large Cap Growth ETF made up 0.29% of Tobias Financial Advisors's portfolio in Q2 2026, its #45 holding.
Tobias Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's Invesco Large Cap Growth ETF position peaked at $2.53M in Q3 2025.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

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