Mariner’s Invesco Large Cap Growth ETF PWB Stock Holding History

Mariner’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	$1.11M	Sell	6,612 -15,386	-70%	-$2.33M	﹤0.01%	1850
2026 Q1	$2.77M	Sell	21,998 -26,563	-55%	-$3.52M	﹤0.01%	1351
2025 Q4	$6.17M	Sell	48,561 -1,212	-2%	-$154K	0.01%	921
2025 Q3	$6.24M	Buy	49,773 +3,412	+7%	+$409K	0.01%	830
2025 Q2	$5.44M	Buy	46,361 +42,940	+1,255%	+$4.49M	0.01%	830
2025 Q1	$329K	Hold	3,421	–	–	﹤0.01%	2546
2024 Q4	$348K	Hold	3,421	–	–	﹤0.01%	2499
2024 Q3	$338K	Hold	3,421	–	–	﹤0.01%	2465
2024 Q2	$323K	Buy	3,421 +140	+4%	+$12.5K	﹤0.01%	2388
2024 Q1	$293K	Buy	+3,281	New	+$278K	﹤0.01%	2452

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

Mariner's PWB Position: Q2 2026 in Review

Mariner reduced its Invesco Large Cap Growth ETF (PWB) stake by 70% in Q2 2026, selling an estimated $2.33M and leaving 6,612 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Mariner first reported a position in PWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.24M in Q3 2025. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Mariner held 6,612 shares of Invesco Large Cap Growth ETF worth $1.11M as of Q2 2026.
Mariner sold 15,386 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $2.33M.
Invesco Large Cap Growth ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1850 holding.
Mariner first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Mariner's Invesco Large Cap Growth ETF position peaked at $6.24M in Q3 2025.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.