Meridian Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Meridian Wealth Management’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	$7.56M	Sell	44,884 -726	-2%	-$110K	0.23%	91
2026 Q1	$5.74M	Sell	45,610 -1,199	-3%	-$159K	0.2%	101
2025 Q4	$5.95M	Sell	46,809 -2,490	-5%	-$316K	0.21%	92
2025 Q3	$6.18M	Sell	49,299 -101	-0.2%	-$12.1K	0.24%	87
2025 Q2	$5.8M	Sell	49,400 -1,663	-3%	-$174K	0.25%	95
2025 Q1	$4.9M	Sell	51,063 -439	-0.9%	-$45.4K	0.24%	94
2024 Q4	$5.24M	Buy	51,502 +294	+0.6%	+$30.2K	0.25%	89
2024 Q3	$5.05M	Buy	51,208 +1,040	+2%	+$98K	0.25%	87
2024 Q2	$4.74M	Buy	+50,168	New	+$4.48M	0.57%	40
2024 Q1	–	Sell	-48,979	Closed	-$3.81M	–	420
2023 Q4	$3.81M	Buy	+48,979	New	+$3.54M	0.24%	90

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

Meridian Wealth Management's PWB Position: Q2 2026 in Review

Meridian Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.6% in Q2 2026, selling an estimated $110K and leaving 44,884 shares worth $7.56M. The position accounts for 0.23% of the portfolio, ranked #91.

Meridian Wealth Management first reported a position in PWB in Q4 2023 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Meridian Wealth Management held 44,884 shares of Invesco Large Cap Growth ETF worth $7.56M as of Q2 2026.
Meridian Wealth Management sold 726 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $110K.
Invesco Large Cap Growth ETF made up 0.23% of Meridian Wealth Management's portfolio in Q2 2026, its #91 holding.
Meridian Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.