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

Ameritas Advisory Services’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
2025
Q3 		– Sell
-50,107
Closed -$5.88M – 2735
2025
Q2 		$5.88M Buy
+50,107
New +$5.24M 0.31% 59
2024
Q4 		– Sell
-8,710
Closed -$860K – 914
2024
Q3 		$860K Buy
+8,710
New +$821K 0.04% 423

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Ameritas Advisory Services's PWB Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 50,107 shares — an estimated $5.88M sold.

Ameritas Advisory Services first reported a position in PWB in Q3 2024 and held it in 2 quarters. The position peaked at $5.88M in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 50,107 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $5.88M.
  • Ameritas Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Ameritas Advisory Services's Invesco Large Cap Growth ETF position peaked at $5.88M in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.