Advisory Services Network’s Invesco Large Cap Growth ETF PWB Stock Holding History

Advisory Services Network’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	$139K	Buy	+1,100	New	+$146K	﹤0.01%	2020
2025 Q4	–	Sell	-1,425	Closed	-$179K	–	3666
2025 Q3	$179K	Buy	+1,425	New	+$171K	﹤0.01%	1750
2024 Q1	–	Sell	-1,275	Closed	-$99.1K	–	3124
2023 Q4	$99.1K	Buy	+1,275	New	+$92K	﹤0.01%	1657
2023 Q2	–	Sell	-1,275	Closed	-$82.9K	–	3104
2023 Q1	$82.9K	Hold	1,275	–	–	﹤0.01%	1748
2022 Q4	$76.2K	Buy	+1,275	New	+$77.5K	﹤0.01%	1750
2021 Q3	–	Sell	-1,475	Closed	-$110K	–	2777
2021 Q2	$110K	Buy	+1,475	New	+$105K	﹤0.01%	1559
2021 Q1	–	Sell	-1,475	Closed	-$100K	–	2555
2020 Q4	$100K	Hold	1,475	–	–	﹤0.01%	1335
2020 Q3	$91K	Buy	+1,475	New	+$87.9K	﹤0.01%	1290
2020 Q2	–	Sell	-1,475	Closed	-$65K	–	2328
2020 Q1	$65K	Hold	1,475	–	–	﹤0.01%	1258
2019 Q4	$76K	Hold	1,475	–	–	﹤0.01%	1294
2019 Q3	$71K	Hold	1,475	–	–	﹤0.01%	1220
2019 Q2	$71K	Hold	1,475	–	–	﹤0.01%	1218
2019 Q1	$70K	Hold	1,475	–	–	﹤0.01%	1116
2018 Q4	$61K	Hold	1,475	–	–	0.01%	1067
2018 Q3	$71K	Hold	1,475	–	–	0.01%	1106
2018 Q2	$69K	Hold	1,475	–	–	0.01%	1096
2018 Q1	$63K	Hold	1,475	–	–	0.01%	1221
2017 Q4	$61K	Hold	1,475	–	–	0.01%	1190
2017 Q3	$57K	Hold	1,475	–	–	0.01%	1052
2017 Q2	$53K	Hold	1,475	–	–	0.01%	1030
2017 Q1	$51K	Buy	+1,475	New	+$49.5K	0.01%	993
2016 Q3	$47K	Hold	1,475	–	–	0.01%	882
2016 Q2	$46K	Hold	1,475	–	–	0.01%	805
2016 Q1	$46K	Hold	1,475	–	–	0.01%	689
2015 Q4	$46K	Hold	1,475	–	–	0.01%	603
2015 Q3	$43K	Hold	1,475	–	–	0.01%	569
2015 Q2	$46K	Hold	1,475	–	–	0.01%	524
2015 Q1	$45K	Hold	1,475	–	–	0.01%	524
2014 Q4	$43K	Buy	+1,475	New	+$41.5K	0.01%	451
2014 Q1	–	Sell	-1,475	Closed	-$38K	–	667
2013 Q4	$38K	Buy	+1,475	New	+$36.3K	0.02%	355

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

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

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

AWM

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

CFWMA

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

GSIAS

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

Advisory Services Network's PWB Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 1,100 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PWB as recently as Q3 2025.

Advisory Services Network first reported a position in PWB in Q4 2013 and has held it in 30 quarters since. The position peaked at $179K in Q3 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Advisory Services Network held 1,100 shares of Invesco Large Cap Growth ETF worth $139K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Advisory Services Network position in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2020 holding.
Advisory Services Network first reported a position in Invesco Large Cap Growth ETF in Q4 2013 and has held it in 30 quarters since.
Advisory Services Network's Invesco Large Cap Growth ETF position peaked at $179K in Q3 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.