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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $139M AUM

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return