Raymond James Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Raymond James Financial’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	$83.3M	Buy	661,451 +182,531	+38%	+$24.2M	0.03%	585
2025 Q4	$60.9M	Buy	478,920 +78,531	+20%	+$9.98M	0.02%	728
2025 Q3	$50.2M	Sell	400,389 -5,242	-1%	-$628K	0.02%	811
2025 Q2	$47.6M	Buy	405,631 +25,755	+7%	+$2.69M	0.02%	786
2025 Q1	$36.5M	Sell	379,876 -51,392	-12%	-$5.32M	0.01%	901
2024 Q4	$43.9M	Buy	+431,268	New	+$44.4M	0.02%	792

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Raymond James Financial's PWB Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Large Cap Growth ETF (PWB) stake by 38% in Q1 2026, buying an estimated $24.2M and bringing the position to 661,451 shares worth $83.3M. The position accounts for 0.03% of the portfolio, ranked #585.

Raymond James Financial first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Raymond James Financial held 661,451 shares of Invesco Large Cap Growth ETF worth $83.3M as of Q1 2026.
Raymond James Financial bought 182,531 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $24.2M.
Invesco Large Cap Growth ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #585 holding.
Raymond James Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.