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 Q3	$1.07M	Sell	6,585 -1,342	-17%	-$211K	0.15%	146
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Maia Wealth's PWB Position: Q3 2026 in Review

Maia Wealth reduced its Invesco Large Cap Growth ETF (PWB) stake by 17% in Q3 2026, selling an estimated $211K and leaving 6,585 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #146.

Maia Wealth first reported a position in PWB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2026. 210 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

Maia Wealth held 6,585 shares of Invesco Large Cap Growth ETF worth $1.07M as of Q3 2026.
Maia Wealth sold 1,342 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $211K.
Invesco Large Cap Growth ETF made up 0.15% of Maia Wealth's portfolio in Q3 2026, its #146 holding.
Maia Wealth first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
Maia Wealth's Invesco Large Cap Growth ETF position peaked at $1.34M in Q2 2026.
210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.