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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardiff Park Advisors's PWB Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 3,300 shares worth $416K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in PWB as recently as Q3 2025.

Cardiff Park Advisors first reported a position in PWB in Q1 2024 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Cardiff Park Advisors held 3,300 shares of Invesco Large Cap Growth ETF worth $416K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Cardiff Park Advisors position in Q1 2026.
Invesco Large Cap Growth ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #198 holding.
Cardiff Park Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.