Independent Advisor Alliance’s Invesco Large Cap Growth ETF PWB Stock Holding History

Independent Advisor Alliance’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	$592K	Sell	3,512 -25,589	-88%	-$3.88M	0.01%	613
2026 Q1	$3.66M	Buy	29,101 +25,589	+729%	+$3.39M	0.04%	393
2025 Q4	$446K	Hold	3,512	–	–	0.01%	680
2025 Q3	$440K	Hold	3,512	–	–	0.01%	661
2025 Q2	$412K	Buy	+3,512	New	+$367K	0.01%	646
2025 Q1	–	Sell	-22,410	Closed	-$2.28M	–	1220
2024 Q4	$2.28M	Buy	+22,410	New	+$2.3M	0.03%	477
2020 Q1	–	Sell	-12,152	Closed	-$624K	–	745
2019 Q4	$624K	Buy	+12,152	New	+$598K	0.03%	483
2017 Q2	–	Sell	-30,061	Closed	-$1.03M	–	359
2017 Q1	$1.03M	Buy	+30,061	New	+$1.01M	0.16%	159

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

Independent Advisor Alliance's PWB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco Large Cap Growth ETF (PWB) stake by 88% in Q2 2026, selling an estimated $3.88M and leaving 3,512 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #613.

Independent Advisor Alliance first reported a position in PWB in Q1 2017 and has held it in 8 quarters since. The position peaked at $3.66M in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Independent Advisor Alliance held 3,512 shares of Invesco Large Cap Growth ETF worth $592K as of Q2 2026.
Independent Advisor Alliance sold 25,589 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $3.88M.
Invesco Large Cap Growth ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #613 holding.
Independent Advisor Alliance first reported a position in Invesco Large Cap Growth ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's Invesco Large Cap Growth ETF position peaked at $3.66M in Q1 2026.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.