Empirical Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Empirical Asset 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 Q1	$1.86M	Sell	14,782 -781	-5%	-$103K	0.49%	38
2025 Q4	$1.98M	Buy	15,563 +5,826	+60%	+$740K	0.56%	34
2025 Q3	$1.22M	Buy	+9,737	New	+$1.17M	0.34%	71

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

Empirical Asset Management's PWB Position: Q1 2026 in Review

Empirical Asset Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 5% in Q1 2026, selling an estimated $103K and leaving 14,782 shares worth $1.86M. The position accounts for 0.49% of the portfolio, ranked #38.

Empirical Asset Management first reported a position in PWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Empirical Asset Management held 14,782 shares of Invesco Large Cap Growth ETF worth $1.86M as of Q1 2026.
Empirical Asset Management sold 781 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $103K.
Invesco Large Cap Growth ETF made up 0.49% of Empirical Asset Management's portfolio in Q1 2026, its #38 holding.
Empirical Asset Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
Empirical Asset Management's Invesco Large Cap Growth ETF position peaked at $1.98M in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.