MW
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Maia Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Maia Wealth’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 		$1.34M Buy
7,927
+985
+14% +$149K 0.2% 133
2026
Q1 		$874K Buy
6,942
+872
+14% +$115K 0.15% 156
2025
Q4 		$810K Buy
6,070
+787
+15% +$100K 0.14% 166
2025
Q3 		$685K Buy
5,283
+1,835
+53% +$220K 0.12% 180
2025
Q2 		$405K Buy
3,448
+758
+28% +$79.3K 0.08% 220
2025
Q1 		$254K Buy
2,690
+1,305
+94% +$135K 0.06% 256
2024
Q4 		$141K Sell
1,385
-190
-12% -$19.5K 0.03% 294
2024
Q3 		$155K Buy
+1,575
New +$148K 0.04% 256

Other funds holding PWB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Maia Wealth's PWB Position: Q2 2026 in Review

Maia Wealth increased its Invesco Large Cap Growth ETF (PWB) stake by 14% in Q2 2026, buying an estimated $149K and bringing the position to 7,927 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #133.

Maia Wealth first reported a position in PWB in Q3 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Maia Wealth held 7,927 shares of Invesco Large Cap Growth ETF worth $1.34M as of Q2 2026.
  • Maia Wealth bought 985 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $149K.
  • Invesco Large Cap Growth ETF made up 0.2% of Maia Wealth's portfolio in Q2 2026, its #133 holding.
  • Maia Wealth first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

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