PKS Advisory Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

PKS Advisory Services’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	$574K	Buy	3,407 +1,425	+72%	+$216K	0.09%	202
2026 Q1	$250K	Buy	1,982 +200	+11%	+$26.5K	0.06%	212
2025 Q4	$227K	Buy	+1,782	New	+$226K	0.05%	228

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

PKS Advisory Services's PWB Position: Q2 2026 in Review

PKS Advisory Services increased its Invesco Large Cap Growth ETF (PWB) stake by 72% in Q2 2026, buying an estimated $216K and bringing the position to 3,407 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #202.

PKS Advisory Services 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.

PKS Advisory Services held 3,407 shares of Invesco Large Cap Growth ETF worth $574K as of Q2 2026.
PKS Advisory Services bought 1,425 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $216K.
Invesco Large Cap Growth ETF made up 0.09% of PKS Advisory Services's portfolio in Q2 2026, its #202 holding.
PKS Advisory Services 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 PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.