Investment Advisory Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Investment Advisory Group’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	$387K	Hold	2,300	–	–	0.08%	144
2026 Q1	$290K	Hold	2,300	–	–	0.07%	149
2025 Q4	$292K	Hold	2,300	–	–	0.08%	148
2025 Q3	$288K	Hold	2,300	–	–	0.08%	143
2025 Q2	$270K	Hold	2,300	–	–	0.08%	145
2025 Q1	$221K	Sell	2,300 -500	-18%	-$51.7K	0.07%	154
2024 Q4	$285K	Hold	2,800	–	–	0.1%	128
2024 Q3	$276K	Hold	2,800	–	–	0.1%	137
2024 Q2	$264K	Hold	2,800	–	–	0.1%	131
2024 Q1	$250K	Hold	2,800	–	–	0.1%	135
2023 Q4	$218K	Buy	+2,800	New	+$202K	0.1%	139
2022 Q2	–	Sell	-2,800	Closed	-$202K	–	133
2022 Q1	$202K	Hold	2,800	–	–	0.12%	125
2021 Q4	$203K	Buy	+2,800	New	+$221K	0.13%	118

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

Investment Advisory Group's PWB Position: Q2 2026 in Review

Investment Advisory Group held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 2,300 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #144.

Investment Advisory Group first reported a position in PWB in Q4 2021 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Investment Advisory Group held 2,300 shares of Invesco Large Cap Growth ETF worth $387K as of Q2 2026.
Investment Advisory Group left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #144 holding.
Investment Advisory Group first reported a position in Invesco Large Cap Growth ETF in Q4 2021 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.