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Integrated Wealth Concepts’s Invesco Large Cap Growth ETF PWB Stock Holding History

Integrated Wealth Concepts’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 		$3.86M Buy
22,903
+933
+4% +$142K 0.03% 584
2026
Q1 		$2.77M Buy
21,970
+4,638
+27% +$614K 0.02% 639
2025
Q4 		$2.2M Sell
17,332
-1,170
-6% -$149K 0.03% 512
2025
Q3 		$2.32M Buy
18,502
+8,588
+87% +$1.03M 0.02% 616
2025
Q2 		$1.16M Buy
9,914
+3,559
+56% +$372K 0.01% 846
2025
Q1 		$610K Sell
6,355
-14,961
-70% -$1.55M 0.01% 1056
2024
Q4 		$2.17M Buy
21,316
+1,334
+7% +$137K 0.03% 530
2024
Q3 		$1.97M Buy
19,982
+546
+3% +$51.4K 0.02% 552
2024
Q2 		$1.84M Hold
19,436
– – 0.03% 533
2024
Q1 		$1.74M Buy
19,436
+1,305
+7% +$111K 0.03% 569
2023
Q4 		$1.41M Buy
18,131
+287
+2% +$20.7K 0.02% 601
2023
Q3 		$1.21M Buy
17,844
+192
+1% +$13.5K 0.02% 614
2023
Q2 		$1.25M Buy
+17,652
New +$1.17M 0.02% 603

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 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

Integrated Wealth Concepts's PWB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco Large Cap Growth ETF (PWB) stake by 4.2% in Q2 2026, buying an estimated $142K and bringing the position to 22,903 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #584.

Integrated Wealth Concepts first reported a position in PWB in Q2 2023 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Integrated Wealth Concepts held 22,903 shares of Invesco Large Cap Growth ETF worth $3.86M as of Q2 2026.
  • Integrated Wealth Concepts bought 933 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $142K.
  • Invesco Large Cap Growth ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #584 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Large Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.