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

Opal Wealth 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 Q2	$202K	Buy	1,201 +728	+154%	+$110K	0.04%	212
2026 Q1	$59.6K	Buy	+473	New	+$62.6K	0.01%	370

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

Opal Wealth Advisors's PWB Position: Q2 2026 in Review

Opal Wealth Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 154% in Q2 2026, buying an estimated $110K and bringing the position to 1,201 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #212.

Opal Wealth Advisors first reported a position in PWB in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Opal Wealth Advisors held 1,201 shares of Invesco Large Cap Growth ETF worth $202K as of Q2 2026.
Opal Wealth Advisors bought 728 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $110K.
Invesco Large Cap Growth ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Opal Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.