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Dakota Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Dakota Wealth Management’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 		$268K Hold
1,590
– – 0.01% 692
2026
Q1 		$200K Hold
1,590
– – ﹤0.01% 741
2025
Q4 		$202K Buy
+1,590
New +$202K ﹤0.01% 750
2025
Q2 		– Sell
-2,390
Closed -$230K – 804
2025
Q1 		$230K Hold
2,390
– – 0.01% 679
2024
Q4 		$243K Hold
2,390
– – 0.01% 672
2024
Q3 		$236K Hold
2,390
– – 0.01% 655
2024
Q2 		$226K Hold
2,390
– – 0.01% 639
2024
Q1 		$213K Buy
+2,390
New +$203K 0.01% 660

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Dakota Wealth Management's PWB Position: Q2 2026 in Review

Dakota Wealth Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,590 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #692.

Dakota Wealth Management first reported a position in PWB in Q1 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Dakota Wealth Management held 1,590 shares of Invesco Large Cap Growth ETF worth $268K as of Q2 2026.
  • Dakota Wealth Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Dakota Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.