Wealth Enhancement Advisory Services
PWB icon

Wealth Enhancement Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Wealth Enhancement Advisory Services’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 		$851K Buy
5,240
+2,927
+127% +$444K ﹤0.01% 2197
2026
Q1 		$297K Sell
2,313
-392
-14% -$51.9K ﹤0.01% 2789
2025
Q4 		$357K Buy
2,705
+317
+13% +$40.3K ﹤0.01% 2767
2025
Q3 		$302K Sell
2,388
-330
-12% -$39.5K ﹤0.01% 2786
2025
Q2 		$320K Sell
2,718
-429
-14% -$44.9K ﹤0.01% 2590
2025
Q1 		$302K Buy
3,147
+550
+21% +$56.9K ﹤0.01% 2449
2024
Q4 		$264K Buy
2,597
+305
+13% +$31.4K ﹤0.01% 2483
2024
Q3 		$226K Sell
2,292
-161
-7% -$15.2K ﹤0.01% 2372
2024
Q2 		$232K Sell
2,453
-380
-13% -$34K ﹤0.01% 2181
2024
Q1 		$253K Buy
+2,833
New +$240K ﹤0.01% 2031

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's PWB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Large Cap Growth ETF (PWB) stake by 127% in Q2 2026, buying an estimated $444K and bringing the position to 5,240 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Wealth Enhancement Advisory Services first reported a position in PWB in Q1 2024 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,240 shares of Invesco Large Cap Growth ETF worth $851K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,927 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $444K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2197 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.