PWB · Insider trading · 13F holders · Congress trades
Invesco Large Cap Growthetf (PWB)
Who is buying and selling PWB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 38
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PWB at a glance
- No open-market insider purchases or sales of PWB were filed in the last 90 days.
- 38 13F filers hold PWB among their 50 largest positions, worth $350.5M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (20.9%), Act Wealth Management, LLC (9.3%) and Anderson Financial Strategies, LLC (9.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in PWB.
PWB insider trading
No open-market insider purchases or sales of PWB were filed in the last 90 days.
Who owns PWB? Hedge funds and superinvestors
38 13F filers hold PWB among their 50 largest positions, worth $350.5M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (20.9%), Act Wealth Management, LLC (9.3%) and Anderson Financial Strategies, LLC (9.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Adamsbrown Wealth Consultants LLCWealth manager | 6.2% | $34.2M | 210,728 | — | Q3 2026 |
| Center for Wealth Management AdvisoryWealth manager | 20.9% | $33.6M | 207,500 | +1.5% shares | Q3 2026 |
| Act Wealth Management, LLCWealth manager | 9.3% | $31.8M | 195,922 | -9.0% shares | Q3 2026 |
| Garden State Investment Advisory Services LLCWealth manager | 5.7% | $29.1M | 172,951 | +3.6% shares | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 0.9% | $27.1M | 160,799 | -1.9% shares | Q2 2026 |
| Cornerstone Wealth Management, LLCWealth manager | 0.9% | $20.9M | 124,307 | +18.1% shares | Q2 2026 |
| Win Advisors, IncWealth manager | 7.2% | $20.3M | 120,372 | -5.2% shares | Q2 2026 |
| Anderson Financial Strategies, LLCInstitutional asset manager | 9.0% | $17.4M | 111,298 | New | Q2 2026 |
| Regal Investment Advisors LLCWealth manager | 0.8% | $14.7M | 87,023 | +0.2% shares | Q2 2026 |
| Capital Investment Counsel, LLCWealth manager | 1.8% | $14.6M | 89,953 | -1.0% shares | Q3 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 2.9% | $9.1M | 53,941 | — | Q2 2026 |
| Prostatis Group LLCWealth manager | 2.1% | $9.0M | 53,570 | — | Q2 2026 |
| Welch Financial Planning, LLCWealth manager | 5.2% | $9.0M | 53,401 | — | Q2 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 0.7% | $7.2M | 42,634 | -6.3% shares | Q2 2026 |
| Forge Financial Services LLCWealth manager | 0.6% | $6.6M | 38,987 | -1.1% shares | Q2 2026 |
| JPL Wealth Management, LLCWealth manager | 1.2% | $5.9M | 34,763 | -1.7% shares | Q2 2026 |
| Firestone Capital ManagementWealth manager | 1.1% | $5.6M | 33,487 | -1.3% shares | Q2 2026 |
| Institute for Wealth Management, LLC.Wealth manager | 0.4% | $4.7M | 27,904 | -6.5% shares | Q2 2026 |
| Keating Financial Advisory Services, Inc.Wealth manager | 0.6% | $4.7M | 27,753 | — | Q2 2026 |
| CrobanInvestment manager | 1.9% | $4.2M | 25,037 | — | Q2 2026 |
| Firethorn Wealth Partners, LLCWealth manager | 1.3% | $4.0M | 24,730 | -14.4% shares | Q3 2026 |
| Ullmann Wealth Partners Group, LLCWealth manager | 0.3% | $3.7M | 22,022 | +0.0% shares | Q2 2026 |
| Rollins Financial Advisors, LLCWealth manager | 0.4% | $3.4M | 20,138 | — | Q2 2026 |
| WESPAC Advisors, LLCInstitutional asset manager | 1.7% | $3.4M | 20,736 | — | Q3 2026 |
| Balanced Wealth Group LLCWealth manager | 0.9% | $2.9M | 17,272 | -0.5% shares | Q2 2026 |
| Post Resch Tallon Group Inc.Wealth manager | 1.8% | $2.7M | 16,562 | +21.7% shares | Q3 2026 |
| RiverTree Advisors, LLCWealth manager | 1.6% | $2.7M | 16,561 | +15.2% shares | Q3 2026 |
| Peck Wealth Management, LLCWealth manager | 2.2% | $2.6M | 16,262 | -10.4% shares | Q3 2026 |
| Empirical Asset Management, LLCWealth manager | 0.6% | $2.6M | 15,282 | +3.4% shares | Q2 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 0.3% | $2.3M | 13,465 | — | Q2 2026 |
The 30 largest of 38 positions, by value. Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 24). Screen PWB in the grand portfolio →
PWB stock trades by members of Congress
No member of Congress has disclosed a trade in PWB.
PWB questions and answers
Are insiders buying PWB stock?
No open-market insider purchases or sales of PWB were filed in the last 90 days.
Which hedge funds own PWB?
38 13F filers hold PWB among their 50 largest positions, worth $350.5M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (20.9%), Act Wealth Management, LLC (9.3%) and Anderson Financial Strategies, LLC (9.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
Has Congress traded PWB?
No member of Congress has disclosed a trade in PWB.
Who is the largest holder of PWB?
Among 13F filers, Adamsbrown Wealth Consultants LLC reports the largest PWB position, $34.2M (210,728 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Center for Wealth Management Advisory's: 20.9% of its portfolio.
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