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 Q2	$853K	Sell	5,063 -374	-7%	-$56.7K	0.01%	991
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 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 15.43% 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

Kestra Private Wealth Services's PWB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco Large Cap Growth ETF (PWB) stake by 6.9% in Q2 2026, selling an estimated $56.7K and leaving 5,063 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #991.

Kestra Private Wealth Services first reported a position in PWB in Q2 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Kestra Private Wealth Services held 5,063 shares of Invesco Large Cap Growth ETF worth $853K as of Q2 2026.
Kestra Private Wealth Services sold 374 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $56.7K.
Invesco Large Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #991 holding.
Kestra Private Wealth Services first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.