WESPAC Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

WESPAC 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 Q3	$3.36M	Buy	+20,736	New	+$3.27M	1.7%	13

Other funds holding PWB

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

WESPAC Advisors's PWB Position: Q3 2026 in Review

WESPAC Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q3 2026: 20,736 shares worth $3.36M. The stake represents 1.7% of the portfolio and ranks #13 among its holdings.

67 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

WESPAC Advisors held 20,736 shares of Invesco Large Cap Growth ETF worth $3.36M as of Q3 2026.
Invesco Large Cap Growth ETF was a new WESPAC Advisors position in Q3 2026.
Invesco Large Cap Growth ETF made up 1.7% of WESPAC Advisors's portfolio in Q3 2026, its #13 holding.
67 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.