AE Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

AE Wealth Management’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	$112K	Hold	887	–	–	﹤0.01%	1771
2025 Q4	$113K	Sell	887 -71	-7%	-$9.02K	﹤0.01%	1665
2025 Q3	$120K	Sell	958 -1	-0.1%	-$120	﹤0.01%	1516
2025 Q2	$113K	Buy	959 +766	+397%	+$80.1K	﹤0.01%	1453
2025 Q1	$18.5K	Hold	193	–	–	﹤0.01%	1760
2024 Q4	$19.6K	Buy	+193	New	+$19.9K	﹤0.01%	1740
2022 Q1	–	Sell	-2,902	Closed	-$234K	–	1788
2021 Q4	$234K	Buy	+2,902	New	+$229K	﹤0.01%	1542
2018 Q4	–	Sell	-5,039	Closed	-$243K	–	573
2018 Q3	$243K	Buy	+5,039	New	+$237K	0.01%	509

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

AE Wealth Management's PWB Position: Q1 2026 in Review

AE Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 887 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

AE Wealth Management first reported a position in PWB in Q3 2018 and has held it in 8 quarters since. The position peaked at $243K in Q3 2018. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

AE Wealth Management held 887 shares of Invesco Large Cap Growth ETF worth $112K as of Q1 2026.
AE Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1771 holding.
AE Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and has held it in 8 quarters since.
AE Wealth Management's Invesco Large Cap Growth ETF position peaked at $243K in Q3 2018.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.