Wealthcare Advisory Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Wealthcare Advisory Partners’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	$2.83M	Hold	16,797	–	–	0.05%	283
2026 Q1	$2.12M	Sell	16,797 -257	-2%	-$34K	0.04%	357
2025 Q4	$2.17M	Sell	17,054 -28	-0.2%	-$3.56K	0.04%	350
2025 Q3	$2.14M	Hold	17,082	–	–	0.04%	321
2025 Q2	$2.01M	Buy	17,082 +13,249	+346%	+$1.39M	0.05%	326
2025 Q1	$368K	Buy	+3,833	New	+$397K	0.01%	672
2023 Q2	–	Sell	-17,313	Closed	-$1.13M	–	751
2023 Q1	$1.13M	Buy	17,313 +70	+0.4%	+$4.38K	0.05%	270
2022 Q4	$1.03M	Buy	17,243 +2	+0%	+$122	0.05%	272
2022 Q3	$982K	Buy	17,241 +1,001	+6%	+$62.8K	0.06%	238
2022 Q2	$953K	Sell	16,240 -1,152	-7%	-$73.5K	0.06%	213
2022 Q1	$1.26M	Hold	17,392	–	–	0.08%	153
2021 Q4	$1.41M	Sell	17,392 -6,436	-27%	-$507K	0.08%	145
2021 Q3	$1.76M	Sell	23,828 -9,750	-29%	-$746K	0.12%	117
2021 Q2	$2.5M	Sell	33,578 -5,000	-13%	-$355K	0.17%	84
2021 Q1	$2.63M	Sell	38,578 -1,972	-5%	-$135K	0.19%	72
2020 Q4	$2.74M	Buy	40,550 +1,098	+3%	+$70.8K	0.24%	54
2020 Q3	$2.44M	Sell	39,452 -50	-0.1%	-$2.98K	0.27%	45
2020 Q2	$2.16M	Sell	39,502 -3,316	-8%	-$167K	0.27%	48
2020 Q1	$1.87M	Sell	42,818 -5,828	-12%	-$290K	0.27%	47
2019 Q4	$2.5M	Buy	48,646 +1	+0%	+$49	0.32%	39
2019 Q3	$2.35M	Sell	48,645 -3,726	-7%	-$182K	0.34%	40
2019 Q2	$2.53M	Sell	52,371 -1,718	-3%	-$81.8K	0.4%	33
2019 Q1	$2.57M	Sell	54,089 -6,487	-11%	-$295K	0.44%	34
2018 Q4	$2.51M	Sell	60,576 -13,339	-18%	-$593K	0.49%	33
2018 Q3	$3.57M	Sell	73,915 -6,849	-8%	-$322K	0.65%	27
2018 Q2	$3.63M	Buy	80,764 +29,952	+59%	+$1.34M	0.71%	28
2018 Q1	$2.17M	Buy	+50,812	New	+$2.21M	0.49%	31

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

Wealthcare Advisory Partners's PWB Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 16,797 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #283.

Wealthcare Advisory Partners first reported a position in PWB in Q1 2018 and has held it in 27 quarters since. The position peaked at $3.63M in Q2 2018. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Wealthcare Advisory Partners held 16,797 shares of Invesco Large Cap Growth ETF worth $2.83M as of Q2 2026.
Wealthcare Advisory Partners left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #283 holding.
Wealthcare Advisory Partners first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and has held it in 27 quarters since.
Wealthcare Advisory Partners's Invesco Large Cap Growth ETF position peaked at $3.63M in Q2 2018.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.