Mercer Global Advisors
PWB icon

Mercer Global Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Mercer Global Advisors’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 		$456K Buy
3,618
+580
+19% +$76.8K ﹤0.01% 2053
2025
Q4 		$386K Sell
3,038
-1
-0% -$127 ﹤0.01% 2046
2025
Q3 		$381K Hold
3,039
– – ﹤0.01% 1927
2025
Q2 		$357K Sell
3,039
-611
-17% -$63.9K ﹤0.01% 1753
2025
Q1 		$351K Buy
3,650
+640
+21% +$66.2K ﹤0.01% 1676
2024
Q4 		$306K Sell
3,010
-212,445
-99% -$21.8M ﹤0.01% 1731
2024
Q3 		$215K Hold
215,455
– – ﹤0.01% 1771
2024
Q2 		$215K Sell
215,455
-383
-0.2% -$34.2K ﹤0.01% 1763
2024
Q1 		$216K Sell
215,838
-1,782
-0.8% -$151K ﹤0.01% 1740
2023
Q4 		$218K Buy
217,620
+214,619
+7,152% +$15.5M ﹤0.01% 1787
2023
Q3 		$203K Buy
+3,001
New +$211K ﹤0.01% 1761
2023
Q2 		– Sell
-7,148
Closed -$465K – 2014
2023
Q1 		$465K Buy
7,148
+310
+5% +$19.4K ﹤0.01% 1247
2022
Q4 		$408K Buy
+6,838
New +$416K ﹤0.01% 1308

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

Mercer Global Advisors's PWB Position: Q1 2026 in Review

Mercer Global Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 19% in Q1 2026, buying an estimated $76.8K and bringing the position to 3,618 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Mercer Global Advisors first reported a position in PWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $465K in Q1 2023. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Mercer Global Advisors held 3,618 shares of Invesco Large Cap Growth ETF worth $456K as of Q1 2026.
  • Mercer Global Advisors bought 580 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $76.8K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2053 holding.
  • Mercer Global Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • Mercer Global Advisors's Invesco Large Cap Growth ETF position peaked at $465K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.