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

HighTower 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	$490K	Sell	3,892 -51	-1%	-$6.75K	﹤0.01%	2734
2025 Q4	$501K	Buy	3,943 +22	+0.6%	+$2.79K	﹤0.01%	2613
2025 Q3	$492K	Sell	3,921 -1	-0%	-$120	﹤0.01%	2635
2025 Q2	$461K	Sell	3,922 -30	-0.8%	-$3.14K	﹤0.01%	2595
2025 Q1	$380K	Sell	3,952 -146	-4%	-$15.1K	﹤0.01%	2681
2024 Q4	$417K	Buy	4,098 +2	+0%	+$206	﹤0.01%	2618
2024 Q3	$405K	Hold	4,096	–	–	﹤0.01%	2569
2024 Q2	$387K	Buy	4,096 +165	+4%	+$14.7K	﹤0.01%	2510
2024 Q1	$351K	Buy	+3,931	New	+$333K	﹤0.01%	2564
2023 Q3	–	Sell	-3,524	Closed	-$249K	–	3718
2023 Q2	$249K	Hold	3,524	–	–	﹤0.01%	2691
2023 Q1	$229K	Sell	3,524 -200	-5%	-$12.5K	﹤0.01%	2651
2022 Q4	$223K	Buy	3,724 +201	+6%	+$12.2K	﹤0.01%	2689
2022 Q3	$200K	Hold	3,523	–	–	﹤0.01%	2612
2022 Q2	$207K	Sell	3,523 -299	-8%	-$19.1K	﹤0.01%	2619
2022 Q1	$276K	Buy	3,822 +98	+3%	+$7K	﹤0.01%	2590
2021 Q4	$301K	Hold	3,724	–	–	﹤0.01%	2471
2021 Q3	$276K	Buy	3,724 +130	+4%	+$9.95K	﹤0.01%	2473
2021 Q2	$268K	Hold	3,594	–	–	﹤0.01%	2455
2021 Q1	$245K	Sell	3,594 -258	-7%	-$17.7K	﹤0.01%	2446
2020 Q4	$260K	Sell	3,852 -120	-3%	-$7.74K	﹤0.01%	2031
2020 Q3	$246K	Hold	3,972	–	–	﹤0.01%	1952
2020 Q2	$217K	Buy	+3,972	New	+$200K	﹤0.01%	1942
2020 Q1	–	Sell	-6,531	Closed	-$335K	–	2438
2019 Q4	$335K	Buy	6,531 +3	+0%	+$148	﹤0.01%	1650
2019 Q3	$316K	Sell	6,528 -430	-6%	-$21K	﹤0.01%	1754
2019 Q2	$337K	Buy	6,958 +6	+0.1%	+$286	﹤0.01%	1736
2019 Q1	$331K	Buy	6,952 +5	+0.1%	+$227	﹤0.01%	1675
2018 Q4	$287K	Buy	6,947 +10	+0.1%	+$444	﹤0.01%	1632
2018 Q3	$335K	Buy	6,937 +5	+0.1%	+$235	﹤0.01%	1674
2018 Q2	$311K	Sell	6,932 -167	-2%	-$7.45K	﹤0.01%	1668
2018 Q1	$303K	Sell	7,099 -405	-5%	-$17.6K	﹤0.01%	1666
2017 Q4	$312K	Sell	7,504 -60	-0.8%	-$2.43K	﹤0.01%	1690
2017 Q3	$294K	Buy	7,564 +197	+3%	+$7.39K	﹤0.01%	1698
2017 Q2	$265K	Buy	+7,367	New	+$261K	﹤0.01%	1693
2016 Q2	–	Sell	-9,552	Closed	-$295K	–	1966
2016 Q1	$295K	Sell	9,552 -510	-5%	-$15.1K	﹤0.01%	1615
2015 Q4	$315K	Buy	10,062 +3,192	+46%	+$99K	﹤0.01%	1545
2015 Q3	$202K	Hold	6,870	–	–	﹤0.01%	1638
2015 Q2	$211K	Buy	+6,870	New	+$212K	﹤0.01%	1334
2014 Q4	–	Sell	-44,830	Closed	-$1.23M	–	1648
2014 Q3	$1.23M	Buy	44,830 +2,710	+6%	+$74K	0.02%	704
2014 Q2	$1.14M	Sell	42,120 -7,057	-14%	-$184K	0.02%	760
2014 Q1	$1.28M	Buy	49,177 +8,577	+21%	+$223K	0.03%	660
2013 Q4	$1.05M	Buy	40,600 +2,712	+7%	+$66.8K	0.02%	677
2013 Q3	$886K	Buy	37,888 +5,369	+17%	+$122K	0.02%	661
2013 Q2	$698K	Buy	+32,519	New	+$701K	0.02%	699

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's PWB Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.3% in Q1 2026, selling an estimated $6.75K and leaving 3,892 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

HighTower Advisors first reported a position in PWB in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.28M in Q1 2014. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

HighTower Advisors held 3,892 shares of Invesco Large Cap Growth ETF worth $490K as of Q1 2026.
HighTower Advisors sold 51 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $6.75K.
Invesco Large Cap Growth ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2734 holding.
HighTower Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2013 and has held it in 43 quarters since.
HighTower Advisors's Invesco Large Cap Growth ETF position peaked at $1.28M in Q1 2014.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.