BRWA
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B. Riley Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

B. Riley 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 		$327K Sell
1,988
-17
-0.8% -$2.58K 0.02% 601
2026
Q1 		$243K Sell
2,005
-38
-2% -$5.03K 0.02% 651
2025
Q4 		$260K Hold
2,043
– – 0.01% 757
2025
Q3 		$256K Sell
2,043
-644
-24% -$77.2K 0.01% 785
2025
Q2 		$316K Buy
+2,687
New +$281K 0.01% 693
2024
Q4 		$361K Sell
3,553
-20
-0.6% -$2.06K 0.01% 799
2024
Q3 		$351K Sell
3,573
-50
-1% -$4.71K 0.01% 880
2024
Q2 		$342K Sell
3,623
-1,300
-26% -$116K 0.01% 962
2024
Q1 		$334K Buy
4,923
+308
+7% +$26.1K 0.01% 996
2023
Q4 		$359K Sell
4,615
-308
-6% -$22.2K 0.01% 973
2023
Q3 		$334K Sell
4,923
-310
-6% -$21.8K 0.01% 996
2023
Q2 		$370K Sell
5,233
-29
-0.6% -$1.92K 0.01% 1015
2023
Q1 		$342K Sell
5,262
-1,606
-23% -$101K 0.01% 1002
2022
Q4 		$410K Sell
6,868
-87
-1% -$5.29K 0.01% 867
2022
Q3 		$397K Buy
+6,955
New +$437K 0.01% 865
2022
Q1 		– Sell
-2,915
Closed -$236K – 1478
2021
Q4 		$236K Sell
2,915
-80
-3% -$6.3K 0.01% 1193
2021
Q3 		$222K Hold
2,995
– – 0.01% 1191
2021
Q2 		$223K Sell
2,995
-140
-4% -$9.95K 0.01% 1165
2021
Q1 		$214K Buy
+3,135
New +$215K 0.01% 1161

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

B. Riley Wealth Advisors's PWB Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.85% in Q2 2026, selling an estimated $2.58K and leaving 1,988 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #601.

B. Riley Wealth Advisors first reported a position in PWB in Q1 2021 and has held it in 19 quarters since. The position peaked at $410K in Q4 2022. 45 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • B. Riley Wealth Advisors held 1,988 shares of Invesco Large Cap Growth ETF worth $327K as of Q2 2026.
  • B. Riley Wealth Advisors sold 17 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $2.58K.
  • Invesco Large Cap Growth ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #601 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $410K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.