Mesirow Financial Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Mesirow Financial Investment 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
2025 Q4	–	Sell	-8,600	Closed	-$1.08M	–	543
2025 Q3	$1.08M	Hold	8,600	–	–	0.02%	258
2025 Q2	$1.01M	Hold	8,600	–	–	0.02%	261
2025 Q1	$826K	Hold	8,600	–	–	0.02%	281
2024 Q4	$875K	Hold	8,600	–	–	0.02%	282
2024 Q3	$849K	Hold	8,600	–	–	0.02%	285
2024 Q2	$812K	Hold	8,600	–	–	0.02%	268
2024 Q1	$768K	Hold	8,600	–	–	0.02%	290
2023 Q4	$668K	Buy	+8,600	New	+$621K	0.02%	270

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $139M AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Mesirow Financial Investment Management's PWB Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2025, closing a stake of 8,600 shares — an estimated $1.08M sold.

Mesirow Financial Investment Management first reported a position in PWB in Q4 2023 and held it in 8 quarters. The position peaked at $1.08M in Q3 2025. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

Mesirow Financial Investment Management reported no remaining Invesco Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 8,600 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $1.08M.
Mesirow Financial Investment Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Mesirow Financial Investment Management's Invesco Large Cap Growth ETF position peaked at $1.08M in Q3 2025.
210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.