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Atria Wealth Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-14,958
Closed -$1.44M – 1802
2025
Q1 		$1.44M Buy
14,958
+50
+0.3% +$5.17K 0.02% 747
2024
Q4 		$1.52M Sell
14,908
-103
-0.7% -$10.6K 0.02% 748
2024
Q3 		$1.48M Buy
15,011
+40
+0.3% +$3.77K 0.02% 759
2024
Q2 		$1.41M Buy
14,971
+293
+2% +$26.2K 0.02% 753
2024
Q1 		$1.31M Buy
14,678
+816
+6% +$69.2K 0.01% 793
2023
Q4 		$1.08M Buy
13,862
+348
+3% +$25.1K 0.01% 830
2023
Q3 		$916K Buy
13,514
+857
+7% +$60.4K 0.01% 859
2023
Q2 		$894K Sell
12,657
-427
-3% -$28.3K 0.01% 885
2023
Q1 		$850K Sell
13,084
-1,829
-12% -$115K 0.01% 854
2022
Q4 		$891K Sell
14,913
-430
-3% -$26.1K 0.01% 801
2022
Q3 		$874K Buy
15,343
+256
+2% +$16.1K 0.02% 765
2022
Q2 		$885K Buy
15,087
+7,726
+105% +$493K 0.02% 748
2022
Q1 		$532K Buy
+7,361
New +$526K 0.01% 1037

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's PWB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2025, closing a stake of 14,958 shares — an estimated $1.44M sold.

Atria Wealth Solutions first reported a position in PWB in Q1 2022 and held it in 13 quarters. The position peaked at $1.52M in Q4 2024. 186 funds tracked by Wall St. Rank hold PWB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,958 Invesco Large Cap Growth ETF shares in Q2 2025, an estimated $1.44M.
  • Atria Wealth Solutions first reported a position in Invesco Large Cap Growth ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco Large Cap Growth ETF position peaked at $1.52M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.