EverSource Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

EverSource Wealth Advisors’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	$427K	Sell	2,533 -310	-11%	-$47K	0.01%	623
2026 Q1	$358K	Hold	2,843	–	–	0.01%	759
2025 Q4	$361K	Sell	2,843 -150	-5%	-$19.1K	0.01%	673
2025 Q3	$375K	Hold	2,993	–	–	0.01%	613
2025 Q2	$351K	Hold	2,993	–	–	0.02%	592
2025 Q1	$287K	Hold	2,993	–	–	0.02%	541
2024 Q4	$305K	Sell	2,993 -230	-7%	-$23.7K	0.02%	501
2024 Q3	$318K	Sell	3,223 -150	-4%	-$14.1K	0.02%	432
2024 Q2	$312K	Hold	3,373	–	–	0.02%	427
2024 Q1	$287K	Sell	3,373 -25	-0.7%	-$2.12K	0.02%	387
2023 Q4	$264K	Sell	3,398 -137	-4%	-$9.89K	0.02%	371
2023 Q3	$240K	Hold	3,535	–	–	0.03%	359
2023 Q2	$250K	Hold	3,535	–	–	0.03%	350
2023 Q1	$230K	Buy	3,535 +335	+10%	+$21K	0.03%	350
2022 Q4	$191K	Buy	+3,200	New	+$194K	0.03%	358

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

EverSource Wealth Advisors's PWB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 11% in Q2 2026, selling an estimated $47K and leaving 2,533 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #623.

EverSource Wealth Advisors first reported a position in PWB in Q4 2022 and has held it in 15 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

EverSource Wealth Advisors held 2,533 shares of Invesco Large Cap Growth ETF worth $427K as of Q2 2026.
EverSource Wealth Advisors sold 310 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $47K.
Invesco Large Cap Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #623 holding.
EverSource Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.