Western Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Western 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 Q2	$587K	Buy	3,482 +685	+24%	+$104K	0.02%	630
2026 Q1	$352K	Buy	2,797 +285	+11%	+$37.7K	0.01%	744
2025 Q4	$319K	Hold	2,512	–	–	0.01%	640
2025 Q3	$315K	Sell	2,512 -200	-7%	-$24K	0.02%	580
2025 Q2	$318K	Buy	+2,712	New	+$284K	0.02%	539

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

Western Wealth Management's PWB Position: Q2 2026 in Review

Western Wealth Management increased its Invesco Large Cap Growth ETF (PWB) stake by 24% in Q2 2026, buying an estimated $104K and bringing the position to 3,482 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #630.

Western Wealth Management first reported a position in PWB in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Western Wealth Management held 3,482 shares of Invesco Large Cap Growth ETF worth $587K as of Q2 2026.
Western Wealth Management bought 685 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $104K.
Invesco Large Cap Growth ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #630 holding.
Western Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.