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Mather Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Mather Group’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 		$999K Sell
5,933
-273
-4% -$41.4K 0.01% 379
2026
Q1 		$782K Sell
6,206
-26
-0.4% -$3.44K 0.01% 380
2025
Q4 		$792K Sell
6,232
-24
-0.4% -$3.05K 0.01% 322
2025
Q3 		$785K Sell
6,256
-61
-1% -$7.31K 0.01% 318
2025
Q2 		$742K Sell
6,317
-435
-6% -$45.5K 0.01% 317
2025
Q1 		$648K Sell
6,752
-110
-2% -$11.4K 0.01% 330
2024
Q4 		$698K Buy
6,862
+265
+4% +$27.3K 0.01% 284
2024
Q3 		$651K Sell
6,597
-1,674
-20% -$158K 0.01% 309
2024
Q2 		$739K Buy
8,271
+3,167
+62% +$283K 0.01% 319
2024
Q1 		$397K Buy
5,104
+180
+4% +$15.3K 0.01% 383
2023
Q4 		$383K Sell
4,924
-309
-6% -$22.3K 0.01% 398
2023
Q3 		$355K Buy
5,233
+1,022
+24% +$72K 0.01% 403
2023
Q2 		$297K Buy
+4,211
New +$279K ﹤0.01% 460

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Mather Group's PWB Position: Q2 2026 in Review

Mather Group reduced its Invesco Large Cap Growth ETF (PWB) stake by 4.4% in Q2 2026, selling an estimated $41.4K and leaving 5,933 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #379.

Mather Group first reported a position in PWB in Q2 2023 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Mather Group held 5,933 shares of Invesco Large Cap Growth ETF worth $999K as of Q2 2026.
  • Mather Group sold 273 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $41.4K.
  • Invesco Large Cap Growth ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #379 holding.
  • Mather Group first reported a position in Invesco Large Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.