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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PWB Position: Q3 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 110 shares — an estimated $12.9K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PWB in Q4 2023 and held it in 7 quarters. The position peaked at $12.9K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 110 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $12.9K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and held it in 7 quarters.
  • Kayne Anderson Rudnick Investment Management's Invesco Large Cap Growth ETF position peaked at $12.9K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.