Garden State Investment Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Garden State Investment Advisory Services’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	$29.1M	Buy	172,951 +6,033	+4%	+$915K	5.27%	1
2026 Q1	$21M	Buy	166,918 +1,264	+0.8%	+$167K	4.62%	1
2025 Q4	$21.1M	Buy	165,654 +9,677	+6%	+$1.23M	4.64%	1
2025 Q3	$19.6M	Buy	155,977 +1,743	+1%	+$209K	4.35%	2
2025 Q2	$18.1M	Buy	154,234 +58,670	+61%	+$6.14M	4.57%	1
2025 Q1	$9.18M	Buy	+95,564	New	+$9.89M	2.94%	5

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garden State Investment Advisory Services's PWB Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Invesco Large Cap Growth ETF (PWB) stake by 3.6% in Q2 2026, buying an estimated $915K and bringing the position to 172,951 shares worth $29.1M. The position accounts for 5.27% of the portfolio, ranked #1.

Garden State Investment Advisory Services first reported a position in PWB in Q1 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Garden State Investment Advisory Services held 172,951 shares of Invesco Large Cap Growth ETF worth $29.1M as of Q2 2026.
Garden State Investment Advisory Services bought 6,033 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $915K.
Invesco Large Cap Growth ETF made up 5.27% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #1 holding.
Garden State Investment Advisory Services first reported a position in Invesco Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.