Cardiff Park Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cardiff Park 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	–	Sell	-3,300	Closed	-$416K	–	389
2026 Q1	$416K	Buy	+3,300	New	+$437K	0.03%	198
2025 Q4	–	Sell	-3,300	Closed	-$414K	–	382
2025 Q3	$414K	Buy	+3,300	New	+$395K	0.03%	201
2024 Q2	–	Sell	-3,300	Closed	-$295K	–	353
2024 Q1	$295K	Buy	+3,300	New	+$280K	0.03%	205

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 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

Cardiff Park Advisors's PWB Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 3,300 shares — an estimated $416K sold.

Cardiff Park Advisors first reported a position in PWB in Q1 2024 and held it in 3 quarters. The position peaked at $416K in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Cardiff Park Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 3,300 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $416K.
Cardiff Park Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and held it in 3 quarters.
Cardiff Park Advisors's Invesco Large Cap Growth ETF position peaked at $416K in Q1 2026.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.