Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2025
Q3 		– Sell
-110
Closed -$12.9K – 1096
2025
Q2 		$12.9K Hold
110
– – ﹤0.01% 702
2025
Q1 		$10.6K Hold
110
– – ﹤0.01% 685
2024
Q4 		$11.2K Hold
110
– – ﹤0.01% 676
2024
Q3 		$10.9K Hold
110
– – ﹤0.01% 671
2024
Q2 		$10.4K Hold
110
– – ﹤0.01% 633
2024
Q1 		$9.83K Hold
110
– – ﹤0.01% 631
2023
Q4 		$8.54K Buy
+110
New +$7.94K ﹤0.01% 623

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Bank of America
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Raymond James Financial
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Cambridge Investment Research Advisors
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UBS Group
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AWM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WBG
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GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $418M AUM 25.41% 1-Year Est. Return