NewEdge Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

NewEdge 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	$835K	Buy	6,632 +6,347	+2,227%	+$840K	﹤0.01%	1610
2025 Q4	$36.2K	Sell	285 -25	-8%	-$3.18K	﹤0.01%	3053
2025 Q3	$38.9K	Buy	310 +52	+20%	+$6.23K	﹤0.01%	2904
2025 Q2	$30.3K	Hold	258	–	–	﹤0.01%	2820
2025 Q1	$24.8K	Hold	258	–	–	﹤0.01%	2790
2024 Q4	$26.2K	Sell	258 -38	-13%	-$3.91K	﹤0.01%	2725
2024 Q3	$29.2K	Hold	296	–	–	﹤0.01%	2607
2024 Q2	$28K	Hold	296	–	–	﹤0.01%	2523
2024 Q1	$26.4K	Hold	296	–	–	﹤0.01%	2525
2023 Q4	$23K	Sell	296 -26	-8%	-$1.88K	﹤0.01%	2517
2023 Q3	$21.8K	Hold	322	–	–	﹤0.01%	2358
2023 Q2	$22.7K	Hold	322	–	–	﹤0.01%	2349
2023 Q1	$20.9K	Sell	322 -823	-72%	-$51.6K	﹤0.01%	2323
2022 Q4	$49.2K	Buy	+1,145	New	+$69.6K	﹤0.01%	1725
2017 Q3	–	Sell	-396	Closed	-$14.4K	–	937
2017 Q2	$14.4K	Buy	+396	New	+$14K	﹤0.01%	835

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 $38.8B AUM 21.88% 1-Year Est. Return

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

NewEdge Advisors's PWB Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 2,227% in Q1 2026, buying an estimated $840K and bringing the position to 6,632 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

NewEdge Advisors first reported a position in PWB in Q2 2017 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

NewEdge Advisors held 6,632 shares of Invesco Large Cap Growth ETF worth $835K as of Q1 2026.
NewEdge Advisors bought 6,347 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $840K.
Invesco Large Cap Growth ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1610 holding.
NewEdge Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2017 and has held it in 15 quarters since.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.