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
2026 Q2	$835K	Buy	+4,959	New	+$752K	0.02%	617
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 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

Ameritas Advisory Services's PWB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 4,959 shares worth $835K. The stake represents 0.02% of the portfolio and ranks #617 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PWB as recently as Q2 2025.

Ameritas Advisory Services first reported a position in PWB in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.88M in Q2 2025. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Ameritas Advisory Services held 4,959 shares of Invesco Large Cap Growth ETF worth $835K as of Q2 2026.
Invesco Large Cap Growth ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #617 holding.
Ameritas Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
Ameritas Advisory Services's Invesco Large Cap Growth ETF position peaked at $5.88M in Q2 2025.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.