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	$6.97M	Buy	41,374 +19,404	+88%	+$2.94M	0.03%	473
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 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

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

Integrated Wealth Concepts increased its Invesco Large Cap Growth ETF (PWB) stake by 88% in Q2 2026, buying an estimated $2.94M and bringing the position to 41,374 shares worth $6.97M. The position accounts for 0.03% of the portfolio, ranked #473.

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 41,374 shares of Invesco Large Cap Growth ETF worth $6.97M as of Q2 2026.
Integrated Wealth Concepts bought 19,404 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $2.94M.
Invesco Large Cap Growth ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #473 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.