TCWM
PWB icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $418M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return