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Moneta Group Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Moneta Group 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 		$246K Hold
1,957
– – ﹤0.01% 698
2025
Q4 		$249K Sell
1,957
-15
-0.8% -$1.91K ﹤0.01% 693
2025
Q3 		$247K Hold
1,972
– – ﹤0.01% 682
2025
Q2 		$232K Buy
+1,972
New +$206K ﹤0.01% 628

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 $44.6B AUM 28.94% 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

Moneta Group Investment Advisors's PWB Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 1,957 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Moneta Group Investment Advisors first reported a position in PWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Moneta Group Investment Advisors held 1,957 shares of Invesco Large Cap Growth ETF worth $246K as of Q1 2026.
  • Moneta Group Investment Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #698 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Invesco Large Cap Growth ETF position peaked at $249K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.