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Dynamic Advisor Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Dynamic Advisor Solutions’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 		$7.61M Sell
45,194
-1,491
-3% -$226K 0.22% 108
2026
Q1 		$5.88M Sell
46,685
-1,165
-2% -$154K 0.19% 122
2025
Q4 		$6.08M Sell
47,850
-1,798
-4% -$228K 0.2% 116
2025
Q3 		$6.23M Sell
49,648
-140
-0.3% -$16.8K 0.18% 124
2025
Q2 		$5.85M Sell
49,788
-1,021
-2% -$107K 0.18% 137
2025
Q1 		$4.88M Sell
50,809
-507
-1% -$52.5K 0.16% 157
2024
Q4 		$5.22M Sell
51,316
-1,197
-2% -$123K 0.23% 109
2024
Q3 		$5.18M Sell
52,513
-1,066
-2% -$100K 0.16% 166
2024
Q2 		$5.06M Sell
53,579
-103
-0.2% -$9.21K 0.16% 160
2024
Q1 		$4.79M Sell
53,682
-173
-0.3% -$14.7K 0.16% 173
2023
Q4 		$4.09M Buy
53,855
+50,316
+1,422% +$3.63M 0.15% 185
2023
Q3 		$240K Sell
3,539
-361
-9% -$25.4K 0.01% 725
2023
Q2 		$275K Sell
3,900
-158
-4% -$10.5K 0.01% 653
2023
Q1 		$264K Buy
+4,058
New +$254K 0.02% 624
2020
Q4 		– Sell
-3,327
Closed -$206K – 712
2020
Q3 		$206K Buy
+3,327
New +$198K 0.02% 521
2019
Q4 		– Sell
-4,850
Closed -$234K – 599
2019
Q3 		$234K Sell
4,850
-170
-3% -$8.32K 0.04% 430
2019
Q2 		$243K Buy
+5,020
New +$239K 0.04% 412
2018
Q4 		– Sell
-5,110
Closed -$247K – 443
2018
Q3 		$247K Buy
+5,110
New +$240K 0.05% 337

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

Dynamic Advisor Solutions's PWB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco Large Cap Growth ETF (PWB) stake by 3.2% in Q2 2026, selling an estimated $226K and leaving 45,194 shares worth $7.61M. The position accounts for 0.22% of the portfolio, ranked #108.

Dynamic Advisor Solutions first reported a position in PWB in Q3 2018 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Dynamic Advisor Solutions held 45,194 shares of Invesco Large Cap Growth ETF worth $7.61M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,491 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $226K.
  • Invesco Large Cap Growth ETF made up 0.22% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #108 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and has held it in 18 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.