IAG
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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
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
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