IAA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $431B 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 $418M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return