EH
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Equitable Holdings’s Invesco Large Cap Growth ETF PWB Stock Holding History

Equitable Holdings’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 		$8.98M Buy
70,619
+41,521
+143% +$5.5M 0.06% 298
2025
Q4 		$3.7M Buy
29,098
+77
+0.3% +$9.78K 0.03% 457
2025
Q3 		$3.64M Sell
29,021
-69
-0.2% -$8.27K 0.03% 431
2025
Q2 		$3.42M Buy
29,090
+6,966
+31% +$729K 0.03% 424
2025
Q1 		$2.12M Buy
22,124
+2,386
+12% +$247K 0.02% 499
2024
Q4 		$2.01M Sell
19,738
-225
-1% -$23.1K 0.02% 486
2024
Q3 		$1.97M Sell
19,963
-636
-3% -$59.9K 0.02% 494
2024
Q2 		$1.95M Sell
20,599
-305
-1% -$27.3K 0.02% 468
2024
Q1 		$1.87M Sell
20,904
-69
-0.3% -$5.85K 0.02% 462
2023
Q4 		$1.63M Buy
20,973
+4
+0% +$289 0.02% 463
2023
Q3 		$1.42M Buy
20,969
+204
+1% +$14.4K 0.02% 449
2023
Q2 		$1.47M Sell
20,765
-2,791
-12% -$185K 0.02% 422
2023
Q1 		$1.53M Sell
23,556
-518
-2% -$32.5K 0.02% 386
2022
Q4 		$1.44M Sell
24,074
-1,220
-5% -$74.1K 0.03% 363
2022
Q3 		$1.44M Sell
25,294
-3,350
-12% -$210K 0.03% 321
2022
Q2 		$1.68M Buy
28,644
+7,561
+36% +$482K 0.03% 291
2022
Q1 		$1.52M Buy
21,083
+299
+1% +$21.4K 0.02% 331
2021
Q4 		$1.68M Sell
20,784
-236
-1% -$18.6K 0.03% 301
2021
Q3 		$1.56M Sell
21,020
-2,145
-9% -$164K 0.03% 298
2021
Q2 		$1.73M Buy
23,165
+134
+0.6% +$9.52K 0.03% 275
2021
Q1 		$1.57M Buy
23,031
+32
+0.1% +$2.19K 0.03% 284
2020
Q4 		$1.55M Sell
22,999
-2,457
-10% -$158K 0.04% 258
2020
Q3 		$1.58M Sell
25,456
-2,683
-10% -$160K 0.04% 242
2020
Q2 		$1.54M Sell
28,139
-1,357
-5% -$68.3K 0.04% 243
2020
Q1 		$1.29M Sell
29,496
-5,580
-16% -$278K 0.05% 228
2019
Q4 		$1.8M Buy
+35,076
New +$1.73M 0.05% 213

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings's PWB Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Large Cap Growth ETF (PWB) stake by 143% in Q1 2026, buying an estimated $5.5M and bringing the position to 70,619 shares worth $8.98M. The position accounts for 0.06% of the portfolio, ranked #298.

Equitable Holdings first reported a position in PWB in Q4 2019 and has held it in 26 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Equitable Holdings held 70,619 shares of Invesco Large Cap Growth ETF worth $8.98M as of Q1 2026.
  • Equitable Holdings bought 41,521 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $5.5M.
  • Invesco Large Cap Growth ETF made up 0.06% of Equitable Holdings's portfolio in Q1 2026, its #298 holding.
  • Equitable Holdings first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.