Key Financial Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

Key Financial Inc’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	$250K	Hold	1,485	–	–	0.04%	270
2026 Q1	$187K	Hold	1,485	–	–	0.03%	300
2025 Q4	$189K	Hold	1,485	–	–	0.03%	296
2025 Q3	$187K	Hold	1,485	–	–	0.03%	301
2025 Q2	$174K	Hold	1,485	–	–	0.04%	294
2025 Q1	$143K	Hold	1,485	–	–	0.03%	309
2024 Q4	$151K	Hold	1,485	–	–	0.03%	294
2024 Q3	$147K	Hold	1,485	–	–	0.03%	287
2024 Q2	$140K	Hold	1,485	–	–	0.03%	280
2024 Q1	$133K	Hold	1,485	–	–	0.03%	270
2023 Q4	$115K	Hold	1,485	–	–	0.03%	284
2023 Q3	$101K	Hold	1,485	–	–	0.03%	287
2023 Q2	$105K	Hold	1,485	–	–	0.03%	282
2023 Q1	$96.5K	Buy	1,485 +1,200	+421%	+$75.2K	0.04%	287
2022 Q4	$16.2K	Hold	285	–	–	0.01%	530
2022 Q3	$16K	Hold	285	–	–	0.01%	542
2022 Q2	$17K	Buy	+285	New	+$18.2K	0.01%	535

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 25.4% 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

Key Financial Inc's PWB Position: Q2 2026 in Review

Key Financial Inc held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,485 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #270.

Key Financial Inc first reported a position in PWB in Q2 2022 and has held it in 17 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Key Financial Inc held 1,485 shares of Invesco Large Cap Growth ETF worth $250K as of Q2 2026.
Key Financial Inc left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #270 holding.
Key Financial Inc first reported a position in Invesco Large Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.