Elevation Capital Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

Elevation Capital Advisory’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	$2.98M	Buy	17,709 +8,862	+100%	+$1.34M	1.15%	28
2026 Q1	$1.11M	Sell	8,847 -10,860	-55%	-$1.44M	0.47%	54
2025 Q4	$2.5M	Buy	19,707 +15,770	+401%	+$2M	1.02%	34
2025 Q3	$494K	Sell	3,937 -72,604	-95%	-$8.7M	0.2%	48
2025 Q2	$8.99M	Buy	+76,541	New	+$8.01M	3.6%	9
2025 Q1	–	Sell	-3,037	Closed	-$309K	–	71
2024 Q4	$309K	Sell	3,037 -1,673	-36%	-$172K	0.13%	45
2024 Q3	$465K	Sell	4,710 -93,235	-95%	-$8.78M	0.21%	42
2024 Q2	$9.25M	Buy	+97,945	New	+$8.75M	4.22%	11

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

Elevation Capital Advisory's PWB Position: Q2 2026 in Review

Elevation Capital Advisory increased its Invesco Large Cap Growth ETF (PWB) stake by 100% in Q2 2026, buying an estimated $1.34M and bringing the position to 17,709 shares worth $2.98M. The position accounts for 1.15% of the portfolio, ranked #28.

Elevation Capital Advisory first reported a position in PWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.25M in Q2 2024. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Elevation Capital Advisory held 17,709 shares of Invesco Large Cap Growth ETF worth $2.98M as of Q2 2026.
Elevation Capital Advisory bought 8,862 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $1.34M.
Invesco Large Cap Growth ETF made up 1.15% of Elevation Capital Advisory's portfolio in Q2 2026, its #28 holding.
Elevation Capital Advisory first reported a position in Invesco Large Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Invesco Large Cap Growth ETF position peaked at $9.25M in Q2 2024.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.