Lido Advisors
PWB icon

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
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
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

Lido Advisors's PWB Position: Q1 2026 in Review

Lido Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 32% in Q1 2026, selling an estimated $113K and leaving 1,777 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Lido Advisors first reported a position in PWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Lido Advisors held 1,777 shares of Invesco Large Cap Growth ETF worth $224K as of Q1 2026.
  • Lido Advisors sold 851 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $113K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1724 holding.
  • Lido Advisors first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's Invesco Large Cap Growth ETF position peaked at $333K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.