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

Win 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 Q2	$20.3M	Sell	120,372 -6,568	-5%	-$997K	7.23%	1
2026 Q1	$16M	Buy	+126,940	New	+$16.8M	7.31%	1
2025 Q4	–	Sell	-103,315	Closed	-$13M	–	94
2025 Q3	$13M	Sell	103,315 -17,746	-15%	-$2.13M	6.31%	5
2025 Q2	$14.2M	Buy	121,061 +73,697	+156%	+$7.71M	6.86%	4
2025 Q1	$4.55M	Buy	47,364 +42,533	+880%	+$4.4M	2.34%	14
2024 Q4	$491K	Sell	4,831 -39,076	-89%	-$4.02M	0.24%	49
2024 Q3	$4.33M	Buy	+43,907	New	+$4.14M	2.03%	15
2024 Q2	–	Sell	-34,887	Closed	-$3.12M	–	69
2024 Q1	$3.12M	Sell	34,887 -5,863	-14%	-$497K	1.37%	18
2023 Q4	$3.17M	Buy	+40,750	New	+$2.94M	1.44%	16
2022 Q1	–	Sell	-646	Closed	-$52K	–	209
2021 Q4	$52K	Buy	+646	New	+$50.9K	0.01%	50

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

Win Advisors's PWB Position: Q2 2026 in Review

Win Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 5.2% in Q2 2026, selling an estimated $997K and leaving 120,372 shares worth $20.3M. The position accounts for 7.23% of the portfolio, ranked #1.

Win Advisors first reported a position in PWB in Q4 2021 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Win Advisors held 120,372 shares of Invesco Large Cap Growth ETF worth $20.3M as of Q2 2026.
Win Advisors sold 6,568 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $997K.
Invesco Large Cap Growth ETF made up 7.23% of Win Advisors's portfolio in Q2 2026, its #1 holding.
Win Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.