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Kestra Private Wealth Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Kestra Private Wealth Services’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 		$685K Buy
5,437
+101
+2% +$13.4K 0.01% 1041
2025
Q4 		$678K Buy
+5,336
New +$678K 0.01% 1004
2025
Q3 		– Sell
-6,016
Closed -$721K – 1740
2025
Q2 		$707K Buy
+6,016
New +$629K 0.01% 886

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $455M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's PWB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Invesco Large Cap Growth ETF (PWB) stake by 1.9% in Q1 2026, buying an estimated $13.4K and bringing the position to 5,437 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #1041.

Kestra Private Wealth Services first reported a position in PWB in Q2 2025 and has held it in 3 quarters since. The position peaked at $707K in Q2 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Kestra Private Wealth Services held 5,437 shares of Invesco Large Cap Growth ETF worth $685K as of Q1 2026.
  • Kestra Private Wealth Services bought 101 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $13.4K.
  • Invesco Large Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1041 holding.
  • Kestra Private Wealth Services first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Invesco Large Cap Growth ETF position peaked at $707K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.