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Allworth Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Allworth Financial’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 		$132K Buy
+1,050
New +$139K ﹤0.01% 1652
2019
Q3 		– Sell
-61
Closed -$3K – 1002
2019
Q2 		$3K Buy
+61
New +$2.9K ﹤0.01% 771

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's PWB Position: Q1 2026 in Review

Allworth Financial opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 1,050 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PWB as recently as Q2 2019.

Allworth Financial first reported a position in PWB in Q2 2019 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Allworth Financial held 1,050 shares of Invesco Large Cap Growth ETF worth $132K as of Q1 2026.
  • Invesco Large Cap Growth ETF was a new Allworth Financial position in Q1 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1652 holding.
  • Allworth Financial first reported a position in Invesco Large Cap Growth ETF in Q2 2019 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.