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Milestones Private Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Milestones Private Investment 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 		– Sell
-1,766
Closed -$224K – 105
2025
Q4 		$224K Hold
1,766
– – 0.15% 111
2025
Q3 		$221K Hold
1,766
– – 0.15% 112
2025
Q2 		$207K Buy
+1,766
New +$185K 0.15% 114

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestones Private Investment Advisors's PWB Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 1,766 shares — an estimated $224K sold.

Milestones Private Investment Advisors first reported a position in PWB in Q2 2025 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 1,766 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $224K.
  • Milestones Private Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Invesco Large Cap Growth ETF position peaked at $224K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.