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 Q2	$489K	Hold	2,902	–	–	0.01%	1084
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 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

Principal Securities's PWB Position: Q2 2026 in Review

Principal Securities held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 2,902 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #1084.

Principal Securities first reported a position in PWB in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Principal Securities held 2,902 shares of Invesco Large Cap Growth ETF worth $489K as of Q2 2026.
Principal Securities left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1084 holding.
Principal Securities first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.