Arkadios Wealth Advisors
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Arkadios Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Arkadios Wealth Advisors’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 		$329K Sell
1,954
-120
-6% -$18.2K 0.01% 1349
2026
Q1 		$261K Hold
2,074
– – ﹤0.01% 1428
2025
Q4 		$264K Sell
2,074
-824
-28% -$105K 0.01% 1306
2025
Q3 		$364K Hold
2,898
– – 0.01% 1082
2025
Q2 		$340K Buy
2,898
+39
+1% +$4.08K 0.01% 1011
2025
Q1 		$275K Buy
2,859
+123
+4% +$12.7K 0.01% 941
2024
Q4 		$278K Sell
2,736
-214
-7% -$22K 0.02% 744
2024
Q3 		$291K Sell
2,950
-1,132
-28% -$107K 0.02% 715
2024
Q2 		$386K Sell
4,082
-121
-3% -$10.8K 0.03% 553
2024
Q1 		$375K Sell
4,203
-49
-1% -$4.16K 0.03% 469
2023
Q4 		$330K Sell
4,252
-576
-12% -$41.6K 0.03% 488
2023
Q3 		$327K Sell
4,828
-1,332
-22% -$93.8K 0.03% 461
2023
Q2 		$435K Sell
6,160
-676
-10% -$44.8K 0.05% 347
2023
Q1 		$444K Sell
6,836
-615
-8% -$38.5K 0.05% 330
2022
Q4 		$445K Sell
7,451
-4,110
-36% -$250K 0.06% 307
2022
Q3 		$658K Sell
11,561
-38,228
-77% -$2.4M 0.1% 219
2022
Q2 		$2.92M Buy
49,789
+12,724
+34% +$812K 0.43% 57
2022
Q1 		$2.68M Buy
37,065
+14,419
+64% +$1.03M 0.35% 70
2021
Q4 		$1.83M Buy
22,646
+3,172
+16% +$250K 0.24% 97
2021
Q3 		$1.44M Buy
19,474
+4,444
+30% +$340K 0.21% 116
2021
Q2 		$1.12M Buy
15,030
+6,449
+75% +$458K 0.14% 179
2021
Q1 		$584K Buy
8,581
+8,384
+4,256% +$575K 0.1% 226
2020
Q4 		$13K Buy
+197
New +$12.7K ﹤0.01% 896

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 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

Arkadios Wealth Advisors's PWB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 5.8% in Q2 2026, selling an estimated $18.2K and leaving 1,954 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1349.

Arkadios Wealth Advisors first reported a position in PWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q2 2022. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Arkadios Wealth Advisors held 1,954 shares of Invesco Large Cap Growth ETF worth $329K as of Q2 2026.
  • Arkadios Wealth Advisors sold 120 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $18.2K.
  • Invesco Large Cap Growth ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1349 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $2.92M in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.