Mariner
PWB icon

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
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
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

Mariner's PWB Position: Q1 2026 in Review

Mariner reduced its Invesco Large Cap Growth ETF (PWB) stake by 55% in Q1 2026, selling an estimated $3.52M and leaving 21,998 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Mariner first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.24M in Q3 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Mariner held 21,998 shares of Invesco Large Cap Growth ETF worth $2.77M as of Q1 2026.
  • Mariner sold 26,563 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $3.52M.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1351 holding.
  • Mariner first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Mariner's Invesco Large Cap Growth ETF position peaked at $6.24M in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

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