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

Evolution 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 Q1	$630K	Hold	5,000	–	–	0.06%	97
2025 Q4	$636K	Hold	5,000	–	–	0.06%	90
2025 Q3	$627K	Hold	5,000	–	–	0.08%	91
2025 Q2	$587K	Hold	5,000	–	–	0.09%	92
2025 Q1	$480K	Hold	5,000	–	–	0.08%	92
2024 Q4	$509K	Buy	+5,000	New	+$514K	0.09%	88
2024 Q3	–	Sell	-5,000	Closed	-$472K	–	145
2024 Q2	$472K	Hold	5,000	–	–	0.09%	84
2024 Q1	$446K	Buy	+5,000	New	+$424K	0.09%	86
2022 Q1	–	Sell	-10,000	Closed	-$808	–	143
2021 Q4	$808	Buy	+10,000	New	+$788K	0.12%	57

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $139M AUM

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