Lido Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Lido Advisors’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	$277K	Sell	1,642 -135	-8%	-$20.5K	﹤0.01%	1783
2026 Q1	$224K	Sell	1,777 -851	-32%	-$113K	﹤0.01%	1724
2025 Q4	$333K	Hold	2,628	–	–	﹤0.01%	1508
2025 Q3	$330K	Buy	+2,628	New	+$315K	﹤0.01%	1434

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

Lido Advisors's PWB Position: Q2 2026 in Review

Lido Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 7.6% in Q2 2026, selling an estimated $20.5K and leaving 1,642 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Lido Advisors first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Lido Advisors held 1,642 shares of Invesco Large Cap Growth ETF worth $277K as of Q2 2026.
Lido Advisors sold 135 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
Invesco Large Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1783 holding.
Lido Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Lido Advisors's Invesco Large Cap Growth ETF position peaked at $333K in Q4 2025.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.