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 Q2	–	Sell	-5,000	Closed	-$630K	–	193
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	-$808K	–	143
2021 Q4	$808K	Buy	+10,000	New	+$788K	0.12%	57

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

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

Evolution Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 5,000 shares — an estimated $630K sold.

Evolution Wealth Advisors first reported a position in PWB in Q4 2021 and held it in 9 quarters. The position peaked at $808K in Q4 2021. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Evolution Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 5,000 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $630K.
Evolution Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Evolution Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $808K in Q4 2021.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.