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

Merit Financial 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	$3.28M	Sell	19,478 -608	-3%	-$92.3K	0.02%	558
2026 Q1	$2.53M	Sell	20,086 -995	-5%	-$132K	0.02%	579
2025 Q4	$2.68M	Buy	21,081 +891	+4%	+$113K	0.02%	536
2025 Q3	$2.53M	Sell	20,190 -27	-0.1%	-$3.23K	0.02%	484
2025 Q2	$2.37M	Hold	20,217	–	–	0.03%	466
2025 Q1	$1.94M	Buy	20,217 +77	+0.4%	+$7.97K	0.03%	427
2024 Q4	$2.05M	Buy	20,140 +1,517	+8%	+$156K	0.04%	350
2024 Q3	$1.84M	Sell	18,623 -1,515	-8%	-$143K	0.04%	291
2024 Q2	$1.9M	Sell	20,138 -118	-0.6%	-$10.5K	0.04%	278
2024 Q1	$1.75M	Sell	20,256 -687	-3%	-$58.2K	0.04%	282
2023 Q4	$1.63M	Sell	20,943 -4,225	-17%	-$305K	0.05%	231
2023 Q3	$1.71M	Sell	25,168 -10	-0%	-$704	0.06%	245
2023 Q2	$1.78M	Buy	+25,178	New	+$1.67M	0.06%	241

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

Merit Financial Group's PWB Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco Large Cap Growth ETF (PWB) stake by 3% in Q2 2026, selling an estimated $92.3K and leaving 19,478 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #558.

Merit Financial 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.

Merit Financial Group held 19,478 shares of Invesco Large Cap Growth ETF worth $3.28M as of Q2 2026.
Merit Financial Group sold 608 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $92.3K.
Invesco Large Cap Growth ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #558 holding.
Merit Financial 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.