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Principal Securities’s Invesco Large Cap Growth ETF PWB Stock Holding History

Principal Securities’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 		$365K Buy
2,902
+212
+8% +$28.1K 0.01% 1117
2025
Q4 		$342K Sell
2,690
-75
-3% -$9.53K 0.01% 1080
2025
Q3 		$347K Hold
2,765
– – 0.01% 1064
2025
Q2 		$325K Hold
2,765
– – 0.01% 1038
2025
Q1 		$281K Hold
2,765
– – 0.01% 1005
2024
Q4 		$281K Hold
2,765
– – 0.01% 1001
2024
Q3 		$273K Sell
2,765
-250
-8% -$23.6K 0.01% 974
2024
Q2 		$285K Hold
3,015
– – 0.01% 902
2024
Q1 		$269K Hold
3,015
– – 0.01% 900
2023
Q4 		$234K Buy
+3,015
New +$218K 0.01% 887

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 $38.8B AUM 21.88% 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

Principal Securities's PWB Position: Q1 2026 in Review

Principal Securities increased its Invesco Large Cap Growth ETF (PWB) stake by 7.9% in Q1 2026, buying an estimated $28.1K and bringing the position to 2,902 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #1117.

Principal Securities first reported a position in PWB in Q4 2023 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Principal Securities held 2,902 shares of Invesco Large Cap Growth ETF worth $365K as of Q1 2026.
  • Principal Securities bought 212 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $28.1K.
  • Invesco Large Cap Growth ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1117 holding.
  • Principal Securities first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.