Carrera Capital Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Carrera Capital 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	$515K	Hold	3,055	–	–	0.08%	130
2026 Q1	$385K	Sell	3,055 -145	-5%	-$19.2K	0.06%	127
2025 Q4	$407K	Hold	3,200	–	–	0.07%	110
2025 Q3	$401K	Hold	3,200	–	–	0.07%	100
2025 Q2	$376K	Hold	3,200	–	–	0.08%	103
2025 Q1	$307K	Hold	3,200	–	–	0.07%	127
2024 Q4	$326K	Buy	3,200 +2	+0.1%	+$206	0.08%	113
2024 Q3	$316K	Hold	3,198	–	–	0.08%	90
2024 Q2	$302K	Buy	+3,198	New	+$286K	0.1%	71

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

Carrera Capital Advisors's PWB Position: Q2 2026 in Review

Carrera Capital Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 3,055 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #130.

Carrera Capital Advisors first reported a position in PWB in Q2 2024 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Carrera Capital Advisors held 3,055 shares of Invesco Large Cap Growth ETF worth $515K as of Q2 2026.
Carrera Capital Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.08% of Carrera Capital Advisors's portfolio in Q2 2026, its #130 holding.
Carrera Capital Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.