Regal Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Regal Investment Advisors’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	$10.9M	Sell	86,807 -866	-1%	-$115K	0.63%	29
2025 Q4	$11.1M	Buy	87,673 +189	+0.2%	+$24K	0.67%	28
2025 Q3	$11M	Sell	87,484 -385	-0.4%	-$46.1K	0.71%	31
2025 Q2	$10.3M	Buy	87,869 +350	+0.4%	+$36.6K	0.77%	27
2025 Q1	$8.41M	Buy	87,519 +2,008	+2%	+$208K	0.68%	33
2024 Q4	$8.7M	Buy	85,511 +4,080	+5%	+$420K	0.65%	37
2024 Q3	$8.04M	Buy	81,431 +7,513	+10%	+$708K	0.56%	42
2024 Q2	$6.98M	Buy	73,918 +3,392	+5%	+$303K	0.46%	57
2024 Q1	$6.3M	Buy	+70,526	New	+$5.98M	0.43%	62

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $44.6B AUM 28.94% 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

Regal Investment Advisors's PWB Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.99% in Q1 2026, selling an estimated $115K and leaving 86,807 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #29.

Regal Investment Advisors first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.1M in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Regal Investment Advisors held 86,807 shares of Invesco Large Cap Growth ETF worth $10.9M as of Q1 2026.
Regal Investment Advisors sold 866 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $115K.
Invesco Large Cap Growth ETF made up 0.63% of Regal Investment Advisors's portfolio in Q1 2026, its #29 holding.
Regal Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Regal Investment Advisors's Invesco Large Cap Growth ETF position peaked at $11.1M in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.