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BOLTON SECURITIES CORPORATION’s Invesco Large Cap Growth ETF PWB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$180K Hold
1,111
– – 0.01% 919
2026
Q2 		$187K Sell
1,111
-444
-29% -$67.4K 0.01% 918
2026
Q1 		$196K Buy
+1,555
New +$206K 0.01% 813
2025
Q3 		$195K Buy
+1,555
New +$186K 0.01% 754
2025
Q1 		$149K Buy
+1,555
New +$161K 0.01% 759

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PWB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 1,111 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #919.

BOLTON SECURITIES CORPORATION first reported a position in PWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $196K in Q1 2026. 184 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,111 shares of Invesco Large Cap Growth ETF worth $180K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #919 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco Large Cap Growth ETF position peaked at $196K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.