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 Q2	$14.7M	Buy	87,023 +216	+0.2%	+$32.8K	0.76%	22
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 $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

Regal Investment Advisors's PWB Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 0.25% in Q2 2026, buying an estimated $32.8K and bringing the position to 87,023 shares worth $14.7M. The position accounts for 0.76% of the portfolio, ranked #22.

Regal Investment Advisors first reported a position in PWB in Q1 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Regal Investment Advisors held 87,023 shares of Invesco Large Cap Growth ETF worth $14.7M as of Q2 2026.
Regal Investment Advisors bought 216 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $32.8K.
Invesco Large Cap Growth ETF made up 0.76% of Regal Investment Advisors's portfolio in Q2 2026, its #22 holding.
Regal Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.