Bawa N Mallick Trust’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bawa N Mallick Trust’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	$793K	Buy	+4,709	New	+$715K	0.26%	54
2026 Q1	–	Sell	-3,609	Closed	-$459K	–	71
2025 Q4	$459K	Hold	3,609	–	–	0.17%	57
2025 Q3	$453K	Hold	3,609	–	–	0.17%	57
2025 Q2	$424K	Hold	3,609	–	–	0.18%	57
2025 Q1	$347K	Hold	3,609	–	–	0.16%	58
2024 Q4	$367K	Buy	+3,609	New	+$371K	0.16%	58

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

Bawa N Mallick Trust's PWB Position: Q2 2026 in Review

Bawa N Mallick Trust opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 4,709 shares worth $793K. The stake represents 0.26% of the portfolio and ranks #54 among its holdings. This is a return to the name: Bawa N Mallick Trust previously reported a position in PWB as recently as Q4 2025.

Bawa N Mallick Trust first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Bawa N Mallick Trust held 4,709 shares of Invesco Large Cap Growth ETF worth $793K as of Q2 2026.
Invesco Large Cap Growth ETF was a new Bawa N Mallick Trust position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.26% of Bawa N Mallick Trust's portfolio in Q2 2026, its #54 holding.
Bawa N Mallick Trust first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.