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 Q2	–	Sell	-1,050	Closed	-$132K	–	5351
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $159M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Allworth Financial's PWB Position: Q2 2026 in Review

Allworth Financial sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 1,050 shares — an estimated $132K sold.

Allworth Financial first reported a position in PWB in Q2 2019 and held it in 2 quarters. The position peaked at $132K in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Allworth Financial reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1,050 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $132K.
Allworth Financial first reported a position in Invesco Large Cap Growth ETF in Q2 2019 and held it in 2 quarters.
Allworth Financial's Invesco Large Cap Growth ETF position peaked at $132K in Q1 2026.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.