Twin Peaks Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Twin Peaks Wealth 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 Q1	$1.01K	Buy	+8	New	+$1.06K	﹤0.01%	1897
2025 Q3	–	Sell	-8	Closed	-$967	–	1616
2025 Q2	$967	Buy	+8	New	+$837	﹤0.01%	1783

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's PWB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 8 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PWB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PWB in Q2 2025 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Twin Peaks Wealth Advisors held 8 shares of Invesco Large Cap Growth ETF worth $1.01K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1897 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.