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

Pitcairn 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	$338K	Hold	2,004	–	–	0.04%	227
2026 Q1	$255K	Sell	2,004 -1	-0%	-$132	0.02%	243
2025 Q4	$255K	Buy	+2,005	New	+$255K	0.02%	244

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

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

Pitcairn Wealth Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 2,004 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #227.

Pitcairn Wealth Advisors first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Pitcairn Wealth Advisors held 2,004 shares of Invesco Large Cap Growth ETF worth $338K as of Q2 2026.
Pitcairn Wealth Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.04% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #227 holding.
Pitcairn Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.