PFS
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Prospera Financial Services’s Invesco Large Cap Growth ETF PWB Stock Holding History

Prospera Financial 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 		$1.38M Sell
8,179
-81
-1% -$12.3K 0.02% 639
2026
Q1 		$1.04M Sell
8,260
-19
-0.2% -$2.52K 0.02% 696
2025
Q4 		$1.05M Sell
8,279
-138
-2% -$17.5K 0.02% 657
2025
Q3 		$1.06M Sell
8,417
-307
-4% -$36.8K 0.02% 662
2025
Q2 		$1.02M Buy
8,724
+1,054
+14% +$110K 0.02% 644
2025
Q1 		$737K Buy
7,670
+254
+3% +$26.3K 0.02% 646
2024
Q4 		$755K Sell
7,416
-143
-2% -$14.7K 0.02% 627
2024
Q3 		$746K Sell
7,559
-61
-0.8% -$5.75K 0.02% 591
2024
Q2 		$720K Sell
7,620
-87
-1% -$7.78K 0.02% 589
2024
Q1 		$688K Sell
7,707
-718
-9% -$60.9K 0.02% 604
2023
Q4 		$655K Buy
8,425
+131
+2% +$9.46K 0.02% 575
2023
Q3 		$562K Sell
8,294
-385
-4% -$27.1K 0.02% 573
2023
Q2 		$613K Sell
8,679
-39
-0.4% -$2.59K 0.02% 554
2023
Q1 		$567K Sell
8,718
-29
-0.3% -$1.82K 0.02% 570
2022
Q4 		$523K Sell
8,747
-208
-2% -$12.6K 0.03% 524
2022
Q3 		$510K Sell
8,955
-95
-1% -$5.96K 0.03% 517
2022
Q2 		$531K Buy
9,050
+81
+0.9% +$5.17K 0.03% 499
2022
Q1 		$648K Sell
8,969
-560
-6% -$40K 0.03% 530
2021
Q4 		$770K Sell
9,529
-83
-0.9% -$6.54K 0.03% 464
2021
Q3 		$712K Sell
9,612
-365
-4% -$27.9K 0.04% 438
2021
Q2 		$743K Sell
9,977
-100
-1% -$7.11K 0.04% 432
2021
Q1 		$686K Buy
+10,077
New +$691K 0.04% 422

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

Prospera Financial Services's PWB Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.98% in Q2 2026, selling an estimated $12.3K and leaving 8,179 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #639.

Prospera Financial Services first reported a position in PWB in Q1 2021 and has held it in 22 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Prospera Financial Services held 8,179 shares of Invesco Large Cap Growth ETF worth $1.38M as of Q2 2026.
  • Prospera Financial Services sold 81 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
  • Invesco Large Cap Growth ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #639 holding.
  • Prospera Financial Services first reported a position in Invesco Large Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.