Total Clarity Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Total Clarity Wealth Management’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	$543K	Buy	3,223 +1,200	+59%	+$182K	0.11%	199
2026 Q1	$255K	Sell	2,023 -130	-6%	-$17.2K	0.06%	264
2025 Q4	$274K	Sell	2,153 -17	-0.8%	-$2.16K	0.07%	249
2025 Q3	$272K	Sell	2,170 -423	-16%	-$50.7K	0.07%	233
2025 Q2	$305K	Sell	2,593 -2,859	-52%	-$299K	0.09%	220
2025 Q1	$555K	Hold	5,452	–	–	0.18%	138
2024 Q4	$555K	Sell	5,452 -5,645	-51%	-$581K	0.18%	139
2024 Q3	$1.1M	Sell	11,097 -31	-0.3%	-$2.92K	0.35%	78
2024 Q2	$1.05M	Buy	11,128 +6,591	+145%	+$589K	0.36%	74
2024 Q1	$405K	Buy	4,537 +1,585	+54%	+$134K	0.14%	166
2023 Q4	$229K	Buy	+2,952	New	+$213K	0.09%	210

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

Total Clarity Wealth Management's PWB Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 59% in Q2 2026, buying an estimated $182K and bringing the position to 3,223 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #199.

Total Clarity Wealth Management first reported a position in PWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2024. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Total Clarity Wealth Management held 3,223 shares of Invesco Large Cap Growth ETF worth $543K as of Q2 2026.
Total Clarity Wealth Management bought 1,200 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $182K.
Invesco Large Cap Growth ETF made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #199 holding.
Total Clarity Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Total Clarity Wealth Management's Invesco Large Cap Growth ETF position peaked at $1.1M in Q3 2024.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.